Airbank's roles and permission system

As the members of your organisation have different levels of seniority and responsibilities, they should have different access rights to your Airbank platform. Airbank separates your various team members into five different roles:

Employee
Manager
Accountant
Administrator
Owner

This article is designed to navigate you through these five roles and the rights associated with them. To make this as easy as possible, we will go through the various tabs on our app and classify permissions per action and role.

Employee Role

Actions that are permitted to all users but not an employee:

Action	Employee	All other users
View the 'Overview (dashboard)' page	❌	✅
View the 'Accounts' page	❌	✅
Tag transactions for Employees to be viewed	❌	✅
Edit a transaction that the employee is not tagged on	❌	✅
Edit/upload bills for transactions that the employee is not tagged on	❌	✅
Edit the "Cash register"	❌	✅
Access the 'General Statement' area	❌	✅
Access the 'Counterparty' page	❌	✅
Access the 'Category' page	❌	✅
Access the 'Cash flow' page	❌	✅
Access the 'Company' area	❌	✅

Employees can only see transactions, that they are tagged on

Accountant Role

Actions that are permitted to accountants:

Action	Accountants
Access all transactions and balances	✅
Access all bills	✅

Accountants can see and edit all transactions and bills that they have access to. They cannot change any settings or configurations in your Airbank app

Manager Role

Actions that are permitted to managers, administrators, and owners only

Action	Only Managers, Administrators, Owners
Change account nickname	✅
Add cash flow forecasts	✅
Manual register: Can register transaction	✅
Manual register: Can upload CSV file	✅

Managers can see and edit all transactions and bills that they have access to. They can also add cash flow forecasts and change basic configurations across the app.

Administrator Role

Actions that are permitted to administrators and owners only

Action	Only Administrators and Owners
Hide/ unhide accounts	✅
Manage account access rights / permissions of Managers or Accountants	✅
Assign / change legal entity to bank account	✅
Reauthorize/Remove bank	✅
Connect new bank	✅
Rename bank connection	✅
Can create new register	✅

Administrators can see and edit all transactions and bills that they have access to. They can also change most configurations, other employees' access rights and can add or remove banks. Administrators cannot see bank accounts that are hidden from them

Owner Role

Actions that are permitted to owners only

Actions	Only Owners
View all accounts (even hidden ones)	✅
Access the 'Financing' page	✅
Manage account access rights/permissions of Administrators	✅
Invite/change role/delete Administrators	✅
Delete company	✅

Owners have full rights across the Airbank workspace. They can always see all bank accounts, and apply for financing.