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Can I let an "Admin" role create invoices without giving them the ability to send funds?

Written by Taylor Morgan

Yes, you can. If you make someone an "Admin" role, they’ll be able to create invoices and manage many parts of your Venn account—but by default, they can also initiate payments. If you’d like to review all outgoing payments before they happen, you can set up a Payment Approval Rule:

Step 1: Go to Venn "Payment Approval Rule"
Step 2: Set a rule requiring approval from an "Owner" role before funds can be sent by an "Admin" role.

Note: Payment Approval Rules only apply to payments. Admins can still create or edit Venn Mastercards on the account.

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