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.

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 cards
View own card transactions	User can view transactions only from their own cards.
Code Accounting Attributes
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, Department, 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, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage cards	User can see but not edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage team card permissions	User can edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates).
Manage card permissions	User can see but not edit team card settings (Nickname, Department, 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.
Unlock cards	User can unlock cards.
Delete team cards	User can delete team cards.
Delete cards	User can delete 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.

Permission Name	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.

Permission Name	Permission "On" Definition
View team transactions	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.

Permission Name	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, departments) banking transfers.
Update team transfer	User can edit (labels, departments) 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.
Create DACA account transfers	User can create new banking transfers from the DACA account.

Expense management

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

Permission Name	Permission "On" Definition
Can view expenses	User can view all expenses.
Can view department expenses	User can view all expenses associated with a department.
Can approve department expenses	User can approve expenses associated with a department.
Can approve expenses	User can approve team expenses.
Can reject expenses	User can reject team expenses.
Can reject department expenses	User can reject team department 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.
Can Disburse Reimbursements	User can disburse reimbursements.

Rho Treasury

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

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

Vendors

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

Permission Name	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 addresses, and payment types (ACH, Wire, Check).
View Full Vendor Routing and Account Number	User can view the routing number associated with each vendor payment type.
View Vendor Payment history	User can view payment history associated with all vendors.

Departments

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

Personal department overview

Permission Name	Permission "On" Definition
View own departments	User can view departments created by the user.

Team department overview‍

Permission Name	Permission "On" Definition
View team departments	User can view all team departments.
View departments balances	User can view all departments' balances.
Download CSV data	User can download CSV data associated with own departments.
Download team CSV data	User can download CSV data associated with team departments.

Department management

Permission Name	Permission "On" Definition
Manage labels	User can edit and manage labels.
Create departments	User can create new departments.
Update departments	User can update existing departments.
Delete departments	User can delete departments.
View attributes	User can view attributes.
Manage attributes	User can edit and manage attributes.
Manage attribute values	User can manage attribute values

Accounts Payable

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

Permission Name	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.
View Bulk Payments	User can view but not create bulk payments..
Create Bulk Payments	User can create and edit bulk payments.

Security

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

Security Permission‍	Permission "On" Definition
View Team Users	User can view all users (Name, email, phone number, group, departments.)
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.
View Groups	User can view groups.
Update Groups	User can update groups.
Manage client level restrictions	User can manage groups and permissions.
Manage External Banking Connections	User can manage Plaid Direct Service.
Accept Deposit Agreement
Accept Check Deposit Terms Of Service
Can upload document files