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User Roles

Overview

Hi there! 👋 On March 9th, 2024, we introduced user roles to HCB. This new feature allows restricting certain critical actions on HCB to a specific group of users, enhancing security and control over sensitive operations.

Now, in an organization on HCB, users can have one of two roles: member or manager. When you're inviting a user, you may select the role they receive.

The TL;DR is:

By default, your permissions have not changed

All existing users are now managers.

Detailed breakdown

Members Managers
Team
Invite a user
Request removal of a user
Cancel invite made by another user
Cancel invite made by yourself
Change another user's role
TransfersAs a general rule, only managers can create/modify financial transfers
Checks
Send a mailed check
View a mailed check
Check DepositFor depositing a check by taking a picture of it
Deposit a check
View a check deposit
View images of a check deposit
ACH Transfers
Send an ACH Transfer
Cancel an ACH Transfer
View an ACH Transfer
View recipient's payment details
Account & Routing numbers
View the organization's account & routing numbers
HCB Transfers
Create an HCB Transfer
Cancel an HCB Transfer
View an HCB Transfer
Cards
Order a card
Freeze/defrost your own card
Freeze/defrost another user's card
Rename your own card
Rename another user's card
View another user's card number
View card expiration date
View card billing address
Reimbursements
Get reimbursed through HCB
View reimbursement reports
Review, approve, and reject reports
Google Workspace
Create an account
Suspend an account
Reset an account's password
Settings
View settings
Edit settings