User Level or tag | Owner (Tag) | Admin | Team Member | View Only |
Suitable for | Biz Owner | Management | Employee | Accountant |
Make payment | - | ✅ | ❌ | ❌ |
See own transactions | - | ✅ | ❌ | ❌ |
See all transactions | - | ✅ | ❌ | ✅ |
Edit transaction | - | ✅ | ❌ | ❌ |
Add a personal credit card | ✅ | ❌ | ❌ | ❌ |
See own Reap Card | - | ✅ | ✅ | ❌ |
See all credit cards | - | ✅ | ❌ | ❌ |
See own recipients | - | ✅ | ✅ | ❌ |
See all recipients | - | ✅ | ❌ | ❌ |
Receive own notifications | - | ✅ | ✅ | ❌ |
Receive all notifications | - | ✅ | ❌ | ❌ |
By adding the ‘Owner’ tag, you can allow any user to have the same permission level as the business owner.