Every person on your business account holds one of three roles. The role decides what they can see and what they can do, from read-only access through to moving money and deleting the business.
Roles exist on business accounts only. A personal account has no team and no roles, so there is nothing to set.
You will find roles under Settings > Business > Team.
Super Admin
Full control of the business. A Super Admin can:
Move money on their own.
Approve what others start.
Manage billing.
Edit the business profile.
Manage integrations.
Set approval limits.
Delete the business.
Admin
Runs day-to-day operations. An Admin can move money with a Super Admin's approval.
Viewer
Read-only access to balances, statements, and activity. A Viewer cannot move money or change anything.
Role details
Click a role's row to open its Role details panel. The panel lists every permission for that role and how many members currently hold it, along with a View members link.
Good to know
There are three roles on a business account, and each person holds one of them.
Moving money is the main difference between the roles: a Super Admin can do it alone, an Admin needs a Super Admin's approval, and a Viewer cannot do it at all.
Approval limits and billing sit with Super Admins.
You pick a role when you invite someone, and each role card shows a short description before you decide.
Use View members in the Role details panel to check who currently holds a role before you change anyone's access.