- Admin Full: This role has full account access, including the ability to open bank accounts, invite and manage users, manage debit and credit cards, make payments on credit cards, transfer funds, send domestic ACH/Wires, approve requests for fund transfers and domestic ACH/Wires, update all user/role settings, and manage integrations.
- Admin Limited: Admins with limited access have all the functionality of a full admin except for issuing debit cards and transferring funds within Flex Banking. Limited access Admins can submit requests to send payments from Flex Banking.
- Employee: Employees can view transactions on credit cards issued to them, freeze their cards, dispute transactions, upload receipts, and add memos.
- Bookkeeper: Bookkeepers can view all account transactions, download statements, view memos, and download receipts. However, they cannot make any transfers or transactions.
Understanding these roles ensures that team members have the appropriate access and permissions in your Flex account.