Roles and permissions
| Capability | Owner | Admin | Analyst | Viewer |
|---|---|---|---|---|
| View invoices, findings and the dashboard | ✓ | ✓ | ✓ | ✓ |
| View bank account details | ✓ | ✓ | ✓ | masked |
| View original source documents | ✓ | ✓ | ✓ | – |
| Review findings | ✓ | ✓ | ✓ | – |
| Export reports | ✓ | ✓ | ✓ | – |
| Manage members and roles | ✓ | ✓ | – | – |
| Manage integrations, API keys and webhooks | ✓ | ✓ | – | – |
| Verify supplier bank accounts, merge suppliers | ✓ | ✓ | – | – |
| Manage billing and subscription | ✓ | – | – | – |
| Change base currency, enable external processing | ✓ | – | – | – |
Viewers see bank account numbers masked to the last four digits, because bank details are the most common target of invoice fraud.
An admin cannot invite or promote anyone to owner.