Roles
Each user is assigned a role that defines their default permissions. Roles help you organize separation of duties; combined with the four-eyes principle, they ensure that the person who prepares a payment cannot approve it themselves.
| Role | Intended use | Can | Cannot |
|---|---|---|---|
| Administrator | Full configuration | Everything: users, companies, subscription, connections | — |
| Controller | Oversight of operations | Create, send and approve payments, SDD and LCR; sign with VEU; manage banks and accounts; loans | Manage users and companies |
| Accountant | Day-to-day operations | Prepare and send payments, direct debits and LCR; loans | Approve, sign with VEU, manage banks |
| Signatory | Bank signature | View and sign pending orders (VEU) | Prepare or approve payments |
| Viewer | Read-only access | View everything | Make any change |
Updated on October 17, 2026
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