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 ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✖️ ✅ ✅ ✅
Cancel 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 ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✖️ ✅ ✅