Under the “Roles” section in your account, you can assign different sets of account permissions. As the account owner/an admin, you can assign users different roles for them to efficiently carry out their work while ensuring that your funds and information are protected.
You can also create customised roles based on the specific needs of your business.
- Click on “My account” and select “My team“
- Then click on “Roles“
- By default, the World Account comes with 5 types of roles:
- Viewer: Employee/delegate who is only given access to view information (‘view only’) and not to create, make or authorize payments
- Creator: Has permission to create payments to submit for authorization, and to make payments below a certain threshold
- Admin: Can view and change all permissions, add new user, and create and modify user roles
- Authoriser L1: Payments could be set up to require authorisations from team members before they go out. A payment of a certain amount could require one authoriser or two authorisers based on the rules created by the admin. For payments that require only one approval, authoriser L1 is the primary approver
- Authoriser L2: For payments that require two approvals, authoriser L2 approves after authoriser L1
- You can also create your own custom role by clicking on “Create a new role” and set your own bespoke permissions
- You can create a role name, describe the role’s function within the company and select the permissions you want to assign to this role
- Click on “Submit” and you’ll need to confirm your settings via Authy or SMS
- Once the verification is complete, you’ve successfully created a new role
- You can assign this role to a user now or later
