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What permissions does each user role have on Venn?

Taylor Morgan avatar
Written by Taylor Morgan
Updated over a month ago

Roles

Accesses

Owner | Admin | Payments Clerk | Accountant | Employee

View Recipients

Owner | Admin | Payments Clerk | Accountant | Employee

View Created Transactions

Owner | Admin | Payments Clerk | Accountant | Employee

View Transfers Page

Owner | Admin | Payments Clerk | Accountant | Employee

View Profile

Owner | Admin | Payments Clerk | Accountant | Employee

View Transactions Page

Owner | Admin | Payments Clerk | Accountant | Employee

View Company

Owner | Admin | Payments Clerk | Accountant | Employee

User Notification Preference

Owner | Admin | Payments Clerk | Employee

Update Created Transactions

Owner | Admin | Payments Clerk | Employee

Create Transfer

Owner | Admin | Payments Clerk | Employee

View Transfer Requests

Owner | Admin | Payments Clerk | Employee

Create Recipients

Owner | Admin | Payments Clerk | Employee

Cancel Created Transactions

Owner | Admin | Payments Clerk | Accountant

View Transactions

Owner | Admin | Payments Clerk | Accountant

View Dashboard Page

Owner | Admin | Payments Clerk | Accountant

View Payables

Owner | Admin | Payments Clerk | Accountant

Edit Accounting

Owner | Admin | Payments Clerk | Accountant

View Account Balance

Owner | Admin | Payments Clerk | Accountant

Update Accounting Transaction

Owner | Admin | Payments Clerk | Accountant

View Accounts Page

Owner | Admin | Payments Clerk | Accountant

View Admin Dashboard

Owner | Admin | Payments Clerk | Accountant

View Bank Accounts

Owner | Admin | Payments Clerk | Accountant

View Business Plan History

Owner | Admin | Payments Clerk | Accountant

View Recurring Payments

Owner | Admin | Payments Clerk

Delete Recipients

Owner | Admin | Payments Clerk

Update Invoices

Owner | Admin | Payments Clerk

Delete Recurring Payment

Owner | Admin | Payments Clerk

Create Payables

Owner | Admin | Payments Clerk

Update Payables

Owner | Admin | Payments Clerk

Update Recipients

Owner | Admin | Payments Clerk

Update Recurring Payment

Owner | Admin | Payments Clerk

Create Recurring Payment

Owner | Admin | Payments Clerk

Create Invoices

Owner | Admin | Payments Clerk

View Invoices

Owner | Admin | Payments Clerk

View Invoices Page

Owner | Admin | Employee

Update Created Recipients

Owner | Admin | Employee

View Employee Dashboard

Owner | Admin | Employee

View Cards Page

Owner | Admin | Employee

Edit Profile

Owner | Admin | Employee

Delete Created Recipients

Owner | Admin | Accountant

Update Accounting Settings

Owner | Admin | Accountant

View Accounting Settings

Owner | Admin | Accountant

Download Statement

Payments Clerk | Accountant

View Multi Entity

Owner | Admin

View Users

Owner | Admin

Business Notification Preference

Owner | Admin

Cancel Transactions

Owner | Admin

Create Auto Load Rules

Owner | Admin

Create Cards

Owner | Admin

Create Conversion

Owner | Admin

Create Invoice

Owner | Admin

Create Loan Application

Owner | Admin

Create Pad Limit Increase Request

Owner | Admin

Create Topup

Owner | Admin

Create Transfer Rules

Owner | Admin

Create Users

Owner | Admin

Customize Invoices

Owner | Admin

Delete Transfer Rules

Owner | Admin

Delete Users

Owner | Admin

Edit Active Company

Owner | Admin

Edit Bank Accounts

Owner | Admin

Edit Cards

Owner | Admin

Edit Team Management

Owner | Admin

Issue Cards

Owner | Admin

Manage Business Plan

Owner | Admin

Set Up Card Acquiring

Owner | Admin

Update Activation Steps

Owner | Admin

Update Business Settings

Owner | Admin

Update Invoice State

Owner | Admin

Update Mfa Requirement

Owner | Admin

Update Sub Account

Owner | Admin

Update Transactions

Owner | Admin

Update Transfer Requests

Owner | Admin

Update Transfer Rules

Owner | Admin

Update Users

Owner | Admin

View Activation Steps

Owner | Admin

View Business Settings

Owner | Admin

View Cards

Owner | Admin

View Cashback

Owner | Admin

View Investments

Owner | Admin

View Reporting

Owner | Admin

View Team Management

Owner | Admin

View Transfer Rules

Owner | Admin

Approve Transfer Requests

Owner

Edit Company

Owner

Delete Owners

Owner

Update Owners

Owner

Create Owners

Employee

Request Cards

Employee

Change Own Card Status

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