You can let a trusted colleague handle day-to-day payments without giving them the keys to everything. A payments-focused role keeps them productive while sensitive changes stay with your signatories.
What a payments role can do
- Can: make one-off payments, view the schedule and history, download receipts.
- Cannot: change bank details, add or remove users, or draw down beyond any cap you set.
How to set it up
In Account > Users & roles, invite the colleague and assign a role scoped to payments. Give them their own login rather than sharing yours, so the activity log stays accurate and you can remove their access instantly when needed. Pair it with dual approval on bank-detail changes for a clean separation between paying money and moving where money goes.
Whenever a change touches money, access or your company’s data, we verify the request is genuinely from an authorised person before we act. We will never ask you to confirm full security details by email or phone to release information or push through a change — if a message pressures you to do that, treat it as suspicious and contact us to check.
See also: Who can authorise payment changes on the account?, Understanding user roles and permissions, How to set a drawdown approval limit for your team.