Roles Reference

Built-in Roles

Admin

Full access to all features.

Permissions:

• All read permissions
• All write permissions
• All manage permissions

Member

Standard portal access.

Permissions:

• read:transactions
• read:entities
• read:organization
• create:payments (if Pay enabled)

Viewer

Read-only access.

Permissions:

• read:transactions
• read:entities
• read:organization

Custom Roles

Create custom roles to match your needs:

1. Navigate to Settings > Roles
2. Click Create Role
3. Name the role
4. Select permissions
5. Save

Role Assignment

Roles are assigned per organization:

• A user can have different roles in different organizations
• Role changes take effect immediately
• Users can have only one role per organization

Related

• Permissions Reference
• Users, Roles & Permissions