Help: Your team

Roles

• Owner: everything, including changing the team.
• Admin: everything except transferring ownership.
• Approver: approves items under the approval rules.
• Preparer: prepares payments and bills up to their limit; can't approve their own.
• Viewer: reads balances and transactions.
• Card holder: uses their own card within its limits.
• Accountant: reads, and with a higher level categorises, exports and prepares VAT returns for you to approve.
• Agent: an AI agent with its own EDGE ID, its own mandate and a named owner who answers for it.

Nobody can approve their own item. Access with an end date stops on that date automatically.