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 three roles: manager, member, or reader. 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.
Readers have read-only access to an organization.

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 depositsFor 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 a HCB Transfer	❌	❌	✅
Cancel a HCB Transfer	❌	❌	✅
View a 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	❌	❌	✅
Documents
View documents	✅	✅	✅
Settings
View settings	✅	✅	✅
Edit settings	❌	❌	✅