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