Partner Roles & Permissions Overview

In the Rho Partner Portal, there are two key sets of user roles available to accounting partners:

1. Roles for the Accounting Firm's Users
   These roles allow accounting firm employees to interact with the Partner Portal and connect clients' accounts
   • Partner Manager
     This role allows managing the firm’s team, sending invitations to connected businesses, and handling user access for connected clients
     • Core Actions:
       1. Manage team access
       2. Send client connection invitations
       3. Administer connected business accounts
       4. Note: this user will be required to have MFA enabled
   • Partner User
     Partner Users can be added by Partner Managers to interact with connected client accounts but do not have access to the Partner Portal itself. 
     • Core Actions:
       1. Limited to interacting with specific client accounts based on permissions set by the Partner Manager. 
2. Roles for Users Added by the Accounting Firm
   These users are added to the connected clients' accounts by the accounting firms
   • Partner Accountant
     Accountants have read-only access to transaction and bill data. They can configure and sync transactions to integrations or generate bank feed tokens, but they do not have card or money movement capabilities. 
     • Core Actions:
       1. View all transactions and sync them to accounting integrations
       2. Configure integrations
       3. No ability to manage cards or create transfers
   • Partner Admin
     Partner Admins are super-users with full admin rights. They can make payments, issue cards, configure account settings, manage expense policies, and set up accounting integrations. They can also invite other users directly or via the Partner connection. 
     • Core Actions:
       1. Invite users to restricted portal roles
       2. Manage cards
       3. Update organization settings (except Partner connections)
       4. Manage accounting integrations
       5. Money movement capabilities
   • Partner Expense & AP Manager
     This role supports day-to-day expenses and accounts payable. They can create and pay bills, view transactions, and manage accounting integrations but cannot configure policies or change approval rules. 
     • Core Actions:
       1. Create bills
       2. Manage accounting integrations
       3. Approve and reject expenses
       4. No ability to manage team cards or adjust approval settings
       5. Money movement capabilities without control over approval rules

As a Partner Manager, you can control which of your team members have access to each client's Rho account. When sending an invitation to a client through the Partner Portal, you will be required to select the user groups to which you want your team members connected. Clients will see these requested groups in the invitation, and you can only add users to the groups that the client permits.

Revoke Action in the Partner Portal

The Revoke action is used to remove access to a connected client account or to revoke permissions granted to a user. When this action is applied:

• Client Admins and Account Owners are able to revoke connection at any time from (Business Settings> Partner Connection). The revoke action applies to all roles and permissions tied to the client's account. Users added through the partner portal will no longer be able to view, manage, or interact with the client's data.
• Partner Admins are also able to revoke connection to a client’s business. 
• Implications: The user’s history and prior actions (e.g., created bills or approved transactions) remain, but their ability to log in and perform further tasks is disabled.

For Partners and Clients, it is important to use Revoke carefully, ensuring that any ongoing processes or responsibilities are reassigned before removal to avoid disruption. If a revoke action was done in error, a new invitation to connect will need to be sent and Partner users will need to be re-added to the client.