There are six options to choose from!

Account Owner, Administrator, Budget Owner, Employee, Bookkeeper, Investor.

1. Account Owner This role should be assigned to the owner of the account at Rho Business Banking, typically the CEO or CFO of a company. Account Owners have full access to the dashboard as far as creating and using Team Cards, creating wires/ACHs, viewing account balances, creating and viewing Budgets, and adding new Team Members.

2. Administrator This role should be assigned to the person in charge of day-to-day finance operations, typically a member of the finance or operations team. Administrators also have full access to the dashboard as far as creating & using Team Cards, creating wires/ACHs, Viewing account balances, creating and viewing Budgets, and adding new Team Members.

3. Budget Owner: This role should be assigned to the manager of a team of employees but not an Administrator. Each Budget owner has the ability to view and manage Budgets that they are added to, and any team cards that are also added to that Budget. Here is more information about creating Budgets. Budget Owners can create bills, but not approve them, nor can they view account balances or Payee history.

4. Employee: This role should be assigned to any employee who should be given limited permissions, such as initiating transactions as bills, but cannot approve them. Employees can create their own Rho cards but cannot update their own spending limits, nor can they view account balances or Payee history.

5. Bookkeeper: This role should be assigned to the company’s accountant and is a ‘view all’ role with limited action permissions. Bookkeepers can view all balances and transactions but require approvals to send them.

6. Investor: This role should be assigned to investors who need to review account finances directly. This role is predominantly 'view only, however investors can create transactions in the banking tab.

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