- Log in: Access your Flex account using this link.
- Navigate to Team: On the left side menu, click on "Team."
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Select New Role: In the list of team members, locate the person whose role you wish to change. Next to their email, find the drop-down menu. Click on it and choose the appropriate role. Each role comes with its descriptions and system-permitted actions.
- Admin Full - Full account access; open bank accounts, invite and manage users, manage debit and Credit cards, make payments on credit card. Can transfer funds, send domestic ACH/wires, and approve requests to transfer funds and send domestic ACH/wires, update all user/role settings, manage integrations.
- Admin Limited - All admin functionality except issuing debit cards and transferring funds within Flex Banking. Limited access Admins can submit requests to send payments from Flex Banking.
- Employee - Can view transactions on credit cards issued to them, can freeze or unfreeze their cards, dispute transactions, upload receipts and add memos.
- Bookkeeper - Can view all account transactions, download statements, view memos, download receipts. Cannot make any transfers or transactions.