Roles and permissions

Where to find it

Settings → Team

✅ Common tasks

Understand the roles

1. Owner and Admin get full access: settings, billing, connections, users, invoices

2. Approver can view and approve invoices, manage suppliers and transactions, but not settings

3. Accountant gets read-heavy access to accounting data, invoices and transactions

4. Each member's role is specific to that organisation

Review, Approve and Pay are separate self-service workflow roles, not the same as your access level.

Invite a team member

1. Open Settings → Team as an Owner or Admin

2. Enter the invitee's email address

3. Assign them Admin, Approver or Accountant access

4. Optionally add them to an approval-rule team

5. Ask them to accept via the link in their welcome email

Inviting an email that already has a Cashfeed account just adds that user to your organisation.

Change a role or remove a member

1. Open Settings → Team as an Owner or Admin

2. Open the member's role selector or More options menu

3. Pick the new role, or choose Remove to revoke access

4. Confirm the change or the removal dialog

You can't change your own role, and only an Owner can change an Admin — transfer ownership instead of editing the current Owner.

🔗 See also

• Inviting and managing team members

• Approval teams

• Approval rules

• Accountant access requests

• Switching between organisations