Finofo streamlines team management by offering two distinct user roles: Admin and Collaborator. Each role is designed to provide the appropriate level of access and responsibility within your Finofo account.
Admin Role
Admins have comprehensive control over the Finofo account, with responsibilities including:
Making payments and withdrawing funds
Converting currencies
Adding and managing bank accounts
Approving beneficiaries, invoices, and payments
Issuing and freezing cards
Managing funds across accounts
Connecting ERP systems
Overseeing all account activities
Collaborator Role
Collaborators have a more focused set of permissions, allowing them to:
View account information
Prepare transactions for approval
Access specific features as assigned by Admins
Note: Collaborators cannot perform transactions such as payments or currency conversions without Admin approval.
💡 Tip
For a comprehensive breakdown of role permissions, log into your Finofo account and navigate to Settings -> Members. This section provides a detailed comparison between Admin and Collaborator roles.
Need more help? Don’t hesitate to contact our support team at [email protected].