Roles let you match each colleague's access to their job. Rather than everyone seeing and changing everything, you decide who can manage the account, who can act day to day, and who can only look.
Typical roles
- Administrator — manages users and roles, updates company contact details, and oversees account settings as well as everyday tasks
- Standard user — handles day-to-day activity such as viewing balances and statements and raising requests, without managing other users
- View-only — can see balances, statements and documents but cannot make changes or raise requests
Choosing the right role
A useful principle is least privilege: give each person only the access they need. Your bookkeeper or accountant might suit view-only access, while a finance manager may need standard or administrator rights. You can change someone's role at any time as their responsibilities change.
Keep at least one administrator on the account so user management never gets stuck. We recommend two, so cover is in place if one person is away or leaves the business. Whatever the role, the account itself remains the company's, and the company is responsible for what its users do.
Next, see how to add users to your company account, remove a user from your account or give your accountant access.
See also: Can I get a copy of my Business Loan Agreement?, Changing the main account administrator, Changing your communication preferences.