Settings
User management and role-based access control.
Users
5 members
| User | Role | Status | Last active | Actions |
|---|---|---|---|---|
EM Elena Marsh elena.m@acme.com | Admin | Active | Now | |
RI Rohan Iyer rohan.i@acme.com | Treasury Manager | Active | 2h ago | |
SK Sara Klein sara.k@acme.com | Approver | Active | 5h ago | |
DP David Park david.p@acme.com | Viewer | Active | 1d ago | |
PN Priya Nair priya.n@acme.com | Approver | Invited | — |
Roles & Permissions
Role-based access control matrix
Admin
Full access — manage users, limits and settings.
- Manage users
- Approve >$5M
- Edit limits
- Export all
Treasury Manager
Day-to-day operations and approvals.
- Approve <$5M
- Upload invoices
- View reports
Approver
Review and approve transactions within scope.
- Approve <$1M
- View partners
Viewer
Read-only access to dashboards and reports.
- View dashboards
- View reports