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What are the different roles?

A role is a set of permissions you can assign to a user. This will determine what actions they can take in your organization.

RoleActions
Team admin- Add and remove users
- Edit user roles
- Create, edit, and delete webhooks
Compliance- Create customer applications
- Accept and reject customer applications
- Create and submit applications for Reliance onboarding
- Add and remove members of pooled accounts
Payments- Open and close bank accounts
- Make payments from accounts
Team member- No actions

For more information, check out our guides on inviting your team and users, memberships and roles.

Portrait of Ben Crane
Written by Ben Crane Updated 16 December 2024

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