Member roles

Member roles

Every member of a company workspace holds three independent role toggles, not a ranked hierarchy: User, Admin, and Finance. A member can hold any combination of the three — including all of them, or none — and each role unlocks a different part of the platform.

User

Lets a member submit wallet lookups and view reports.

Admin

Lets a member open workspace Settings: manage members, set the security policy, and configure risk bands.

Finance

Lets a member view and manage billing — plans, credits, and invoices. (Admins can also view invoices and the usage report; only the billing summary and plan changes are Finance-only.)

Because the roles are independent, a workspace might have a member who is Admin only, another who is User and Finance, and another who holds all three — any combination is valid, and you set it per member on the Managing members screen.