What are the differences in access and permissions for each role in the Vivid Business account?

Owner

Admin

Assistant

Employee

View business information

✅

✅

✅

❌

Edit business information

✅

✅

❌

❌

Initiate and approve transfers

✅

✅

❌

❌

Create transfer requests

✅

✅

✅

❌

Create and delete Money Accounts

✅

✅

❌

❌

Add and remove team members

✅

✅

❌

❌

Manage all cards: (re)issue, (un)freeze, delete, change limits, (un)link accounts, change security settings

✅

✅

❌

❌

Own, use and freeze cards, view card limits and details, change PIN

✅

✅

✅

✅

View account balance and details, view transactions, download statements and confirmations of transfers

✅

✅

✅

❌

Choose another plan

✅

✅

❌

❌

View the chosen plan

✅

✅

✅

❌

Open Interest Account, initiate top-ups and withdrawals

✅

✅

❌

❌

Select cashback categories and redeem cashback

✅

✅

❌

❌

Issue Legal Entity Identifier code

✅

✅

❌

❌

Open a Crypto Earn account, top it up, and withdraw funds

✅

✅

❌

❌

View available balance and own transactions

✅

✅

✅

✅ Only the balance from the account linked to the card will be shown. If the card has a spending limit that's lower than the available account balance, only the card’s limit will be displayed.

View account details and balance

✅

✅

✅

❌

Submit reimbursement claims and view own claims

✅

✅

✅

✅

View all reimbursement claims in the company

✅

✅

❌*

❌*

Approve, decline or ask for details on reimbursement claims

✅*

✅*

✅*

✅*

Pay approved reimbursement claims

✅

✅

❌

❌

Set reimbursement policy rules, approvers and categories

✅

✅

❌

❌

Delete Vivid Business account

✅

❌

❌

❌