Roles and Finance access
Who can do what in a workspace, and how to let an accountant handle finance without making them an admin.
| Role | Can |
|---|---|
| Employee | Capture expenses, build and submit reports, chat. |
| Manager | Everything an employee can, plus approve the reports routed to them and see their team under Reports → Work. |
| Admin | Everything a manager can, plus members, teams, policies, approval setup and the finance tools. |
| Owner | Everything an admin can, plus billing and ownership transfer. |
Finance access
An owner or admin can give anyone in the workspace Finance access from Workspace → Members (the bank icon next to their name). It unlocks GSTR-2B reconciliation, card statement imports, recording and rejecting payouts, and the Finance desk under Reports → Work — without the right to manage members, approvals or billing.
Connecting the company’s payout account (RazorpayX or Cashfree) stays with owners and admins.