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Business Help Center

Business Help Center

Roles for People in Business Manager

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Last updated: Oct 4, 2019

Roles for People in Business Manager

When you add people to your Business Manager, assign them either the admin or employee role based on what permissions you'd like them to have. Once you've added someone to your Business Manager, use task-based permissions. Learn more about Business Manager roles and permissions.

  • Employee access: We recommend adding people as employees. They can only work on assigned accounts and tools.
  • Admin access: Admins have full control over your business. They can edit settings, people, accounts and tools.

You can also use advanced options to assign finance roles.

  • Finance analyst: Finance analysts can see financial details like transactions, invoices, account spend and payment methods.
  • Finance editor: Finance editors can edit credit card information and financial details like transactions, invoices, account spend and payment methods.

Note: Employees can see all of the information in business settings, and business admins can assign them roles. But employees can't make changes except when assigned as Finance Editor.

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