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:
- Managers can do everything (just like before).
- Members can spend, but not send money, and can't edit the organization's settings.
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 | ❌ | ✅ |