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.
Role | Actions |
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.
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