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

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