How-To's

User Permissions Glossary

Understand what each permission enables, using this glossary.

These permissions can be customized for user groups, except for Account Owner or Administrator user groups.  

Credit

The Credit section refers to all permissions associated with Credit settings.

Permission Name Permission "On" Definition
Request credit terms change User can request credit terms change.
View rewards

User can view rewards account.

 

Cards

Personal card management

The personal card management section refers to the handling of own cards and card transactions — in other words, only the cards that are under the user's name. Within this section, the user can perform the following actions depending on the permissions granted.

Permission Name Permission "On" Definition
View own card transactions User can view transactions only from their own cards.
Manage own cards User has access to view card settings. The "Manage own card permissions" permission dictates whether they can edit these settings or not.
Manage own card permissions User can edit own card settings (Nickname, Budget, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Issue own physical cards User can create their own physical card.
Issue own virtual cards User can create their own virtual card.
Lock own cards User can lock their own cards.
Unlock own cards User can unlock their own cards.
Delete own cards User can cancel their own cards.
Share Card Details

User can share their virtual card details with any email address via card settings feature.

 

Team card management

Team card management refers to a set of permissions where the user can see and manage other team member's cards. Enabling these permissions is targeted for users who are in charge of creating and managing cards across an organization, similar to an Account Owner or Administrator.

Permission Name Permission "On" Definition
View team cards User can view all cards. User can access Team cards tab.
View cards User can view "Overview" and "My Cards" tabs. Cannot see team cards.
Manage team cards User can edit team card settings (Nickname, Budget, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage cards User can see but not edit team card settings (Nickname, Budget, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage team card permissions User can edit team card settings (Nickname, Budget, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage card permissions User can see but not edit team card settings (Nickname, Budget, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Issue team physical cards User can create physical cards for other team members.
Issue physical cards User can create physical cards for other team members.
Issue team virtual cards User can create virtual cards for other team members.
Issue virtual cards User can create virtual cards for other team members.
Lock team cards User can lock team cards.
Lock cards User can lock team cards.
Unlock team card User can unlock team cards.
View team card transactions User can view team card transactions.
View card transactions User can view team card transactions.
Manage automatic credit repayment settings User can set up and edit automatic credit repayments. User needs to have permission to access security settings first, by toggling "Manage Security Settings" on.

 

Banking

Personal banking management

The personal banking section refers to banking transfers associated with one specific user. Under this tab, allow individual users to view their banking transfers and manage attached files and notes associated with each. Note that this level of permissions does not give the user visibility into the organization's full list of transactions.

Personal banking management Permission "On" Definition
View own transactions User can only see own banking transactions.
Manage own attached files User can manage attachment files associated with own banking transactions.
Manage own user notes User can add/edit notes associated with own banking transactions.

 

Team banking management

This section refers to banking transfers associated with your organization. Under this tab, enable users to view all of the banking transfers and manage attached files and notes associated with each. Note that this level of permissions gives users visibility into your organization's full list of transfers.

Team banking management Permission "On" Definition
View transactions - mandatory User can view team banking transactions.
Manage attached files User can manage team banking transactions' attached files.
Manage team attached files User can manage team banking transactions' attached files.
Manage user notes User can add and edit team banking transactions' notes.
Manage team user notes User can add and edit team banking transactions' notes.

 

Transfers and Accounts

This section refers to banking transfers associated with your organization. Under this tab, enable users to create and manage transfers, as well as the bank accounts. Note that this level of permissions gives users full access into your organization's bank accounts and transfers.

Transfers and Accounts Permission "On" Definition
Create transfers User can create new banking transfers.
Manage recurring transfers User can add and edit recurring banking transfers.
Manage team recurring transfers User can add and edit recurring banking transfers.
Update transfer User can edit (labels, budgets) banking transfers.
Update team transfer User can edit (labels, budgets) banking transfers.
Delete transfers User can cancel scheduled transfers.
Redeem rewards User can transfer rewards from rewards account.
Manage multiline transactions User can manage split transactions.
View accounts User can view all accounts.
View clearing account User can view DACA accounts.
Manage accounts User can manage bank account settings.
View account balances - mandatory User can view all accounts' balances.

 

Expense management

The expense management section refers to all permissions associated with the Expense Management product.

Expense management Permission "On" Definition
Can view expenses User can view all expenses.
Can view budget expenses User can view all expenses associated with a budget.
Can approve budget expenses User can approve expenses associated with a budget.
Can view own expenses - mandatory User can view own expenses.
Can approve expenses User can approve team expenses.
Can reject expenses User can reject team expenses.
Can reject budget expenses User can reject team budget expenses.
Can be approver User can be selected as the approver of expenses.
Can Edit Expense Policy User can edit expenses policies of the company.
Can configure expenses User can set up expenses of the company.

 

Prime Treasury

The Prime Treasury section refers to all permissions associated with the Prime Treasury product.

Rho Prime Permission "On" Definition
View Prime User can view Prime Treasury overview, balances, positions, activity, transfers, linked accounts, and statements. This is a parent permission to "Manage Prime."
Manage Prime User can manage Prime Treasury transfers, and linked accounts.

 

Vendors

The vendors section refers to all permissions associated with creating and managing vendors across your organization.

Vendors Permission "On" Definition
Create Vendors User can add new vendors. This permission does not control the user's ability to add a payment type for vendors.
Manage Vendors User can add and edit payment types.
Delete Vendors User can can delete vendor.
View Vendors User can view all vendors, vendor address, and payment type (ACH, Wire, Check).
View Vendor Routing number User can view routing number associated with each vendor payment type.
View Vendor Payment history User can view payment history associated with all vendors.

 

Budgets

The budgets section refers to all permissions associated with creating and managing budgets. The section is divided into personal budget management and team budget management, with the latter having a wider range of permissions.

Personal budget overview

Personal budget overview Permission "On" Definition
View own budgets User can view budgets created by the user.
View own budget balances User can view budget balances created by the user.

 

Team budget overview

Team budget overview Permission "On" Definition
View budgets User can view budgets assigned to the user.
View team budgets User can view all team budgets.
View budget balances User can view all budgets' balances.
View own budget balances User can view own budgets' balances.
Download CSV data User can download CSV data associated with own budgets.
Download team CSV data User can download CSV data associated with team budgets.

 

Budget management Permission "On" Definition
Manage labels User can edit and manage labels.
Create budgets User can create new budgets.
Update budgets User can update existing budgets.
Delete budgets User can delete budgets.

 

Accounts Payable

The Accounts Payable section refers to all permissions associated with viewing and managing the AP product.

Accounts Payable Permission "On" Definition
View Accounts Payable report User can view Accounts Payable report ($ amount of bills outstanding, number of open bills, approvals needed, scheduled payments, recently paid.)
View bills User can view all bills.
Manage bills User can manage all bills.

 

Security

The Security section refers to all permissions associated with managing visibility and security across your organization.

Security Permission "On" Definition
View Users User can view all users (Name, email, phone number, group, budgets.)
View UBO User can view all sections in the Account tab within Organization Settings except Linked Account information.
Manage security settings User can edit all security settings (2FA for transactions and cards, merchant restrictions, external transfers, expense approvals, automatic card payments.)
Authorize integrations User can manage accounting integrations.
View integrations User can view all accounting integrations.
Manage Users User can add and edit users.
Manage Groups User can view groups.
Manage client level restrictions User can manage groups and permissions.
Manage Plaid Direct Service User can manage Plaid Direct Service.

 

 

 

 

 

 

 

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