| Transactions-related Permissions | Admin | Group Owner | Team Member | View Only |
|---|---|---|---|---|
| See own transactions | ✅ | ✅ | ✅ | ❌ |
| See all transactions | ✅ | 👥 | ❌ | ✅ |
| Upload Transactions Receipt | ✅ | 👥 | ✅ | ❌ |
| Edit Transaction Category | ✅ | 👥 | ✅ | ❌ |
| Receive own transaction notifications | ✅ | ✅ | ✅ | ❌ |
| Receive all transaction notifications | ✅ | 👥 | ❌ | ❌ |
| Post Transaction Review | ✅ | 👥 | ❌ | ❌ |
| Create and Manage Sub Budgets | 🔧 | 👥 | ❌ | ❌ |
| Sync Transactions to Connected Accounting Software (ie: Xero) | ✅ | ❌ | ❌ | ❌ |
| Repayment-related Permissions | Admin | Group Owner | Team Member | View Only |
|---|---|---|---|---|
| View Repayments | ✅ | ❌ | ❌ | ✅ |
| See Statement | ✅ | ❌ | ❌ | ✅ |
| Set Autopay (eDDA)* | ❌ | ❌ | ❌ | ❌ |
| Make Repayment (auto or manual) | ✅ | ❌ | ❌ | ❌ |
| Receive statement and repayment notifications | ✅ | ❌ | ❌ | ❌ |
* Only Business Owner can set up autopay for repayment
| Card Details-related Permissions | Admin | Group Owner | Team Member | View Only |
|---|---|---|---|---|
| Create card | 🔧 | 👥 | ❌ | ❌ |
| Create own card | ✅ | ✅ | ✅ | ❌ |
| Own a card | ✅ | ✅ | ✅ | ❌ |
| Order Physical Card | ✅ | 👥 | ❌ | ❌ |
| View Others' Cards | ✅ | 👥 | ❌ | ✅ |
| Delete cards | ✅ | 👥 | ❌ | ❌ |
| Freeze own Card | ✅ | ✅ | ✅ | ❌ |
| Freeze others' cards | ✅ | 👥 | ❌ | ❌ |
| Edit own Card Title | ✅ | ✅ | ❌ | ❌ |
| Edit own Card's Limit | ✅ | ✅ | ✅ | ❌ |
| Edit others' Card title and spend limit | ✅ | 👥 | ❌ | ❌ |