Profit provides flexibility in managing roles and permissions for team members. Here’s an overview of the default roles and their capabilities:
1. Owners
- Description: Owners have all permissions and full control over the platform. They can manage team members, budgets, and all financial settings.
- Key Permissions:
- Create and edit budgets.
- Add/remove team members.
- Manage all financial and administrative settings.
Note: Owner roles are assigned by default as the person who created the Profit Account, contact support if you need to change this or add multiple owners
2. Administrators
- Description: Administrators have a broad range of permissions by default, as shown in the provided screenshots. They can manage most aspects of the platform but do not have the full access of an owner.
- Key Permissions (Default):
- Bill Pay: Add/update payees, manage bills, and make payments.
- Invoicing & Payments: Create/edit invoices and process refunds.
- Banking: View account balances and download statements; transfer funds between internal accounts.
- Administration: Add/invite team members, manage team permissions, and manage connected apps like QuickBooks.
- Expense Management: Issue cards and approve fund requests.
- Customizable: Owners can further customize administrator permissions as needed.
3. Contributors
- Description: Contributors are team members with limited permissions for specific tasks. This role is customizable to fit your organizational needs, and don’t need to have a card assigned to them.
- Key Permissions:
- Can have tailored access to specific budgets, transactions, or administrative actions.
4. Cardholders
- Description: Cardholders have no special permissions other than accessing their assigned card. Their actions are limited to:
- Spending within their card’s predefined funds and limits.
- Viewing their card details and submitting fund requests.
- Key Features:
- Cannot view or manage budgets.
- Cannot perform administrative actions.
How to Customize Permissions
- Navigate to the Team Members section in the platform.
- Select the team member you want to edit.
- Assign them a role: Administrator, Contributor, or Cardholder.
- Adjust permissions as needed for Administrators and Contributors to fit your organizational requirements.
Summary of Role Capabilities
Role | Default Permissions | Customizable |
Owner | Full access to all settings and features. | No |
Administrator | Manage financial processes, team members, and budgets, as shown in the default permissions. | Yes |
Contributor | Limited permissions tailored for specific tasks. | Yes |
Cardholder | Access to their card and predefined spending limits only. | No |
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