Access Member Collaborator Project Manager Approver Pay Viewer (Auditor) Payor Workspace Manager Funding Manager Admin roles Pay Admin Workspace admin
PARTNERS
View partners ✖️ ✖️
PROJECTS
View projects ✖️ ✖️
Create projects ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Add and remove team members from projects ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Edit & archive projects ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Create payment requests ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
View payouts ✖️ ✖️
Create payouts ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Upload CSV ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Edit payouts ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Approve/
un-approve payouts ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Pay/Schedule payouts ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
FINANCES
View balance ✖️ ✖️ ✖️ ✖️ ✖️
Transaction History ✖️ ✖️ ✖️ ✖️ ✖️
Create Funding invoices ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Apply Deposits to Funding Invoices ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Add Funds ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Withdraw Funds ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✅ (email to support required)
SETTINGS
Manage Organization settings ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Link bank ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Setup tax info ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
Manage workspace members & permissions ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️
View workspace members ✖️