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

	Readers	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	❌	❌	✅