| Role | What they can do |
|---|---|
| Primary Admin | Everything an Admin can do, plus invite Admins, change approval rules, offer the Primary Admin role, confirm members an Admin adds, approve changes to legal details, ask to close the account and correct donor restrictions. |
| Admin | Manages the organization: link and remove banks, invite and remove members (except Primary Admins and other Admins), create and archive Funds, authorize releases and corrections, request and approve transfers, issue and share reports, and connect QuickBooks. |
| Bookkeeper | Prepares financial records: requests deposits and withdrawals (always sent for approval), proposes Funds, and prepares releases and corrections. Can't make final release decisions. |
| Approver | Reviews and approves money requests from others. Can also request transfers, and send them alone when no second approval is required. |
| Viewer | Sees information but can't make changes. |
| Auditor | Like a Viewer, but access ends on a date you set. |
Fund access. Primary Admins and Admins always see every Fund. Bookkeepers, Approvers, Viewers and Auditors can be limited to chosen Funds in Members → Change funds. People limited to some Funds don't see whole-account totals or monthly statements.
Authenticator. Anyone who requests or approves withdrawals needs an authenticator app.
Supporting documents. Viewers and Auditors don't see uploaded supporting documents, such as gift agreements and proof files, unless a Primary Admin or Admin chooses Allow supporting documents for them.
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