About roles and permissions | Ambrook Help Center

Teams enable you to bring team members into your Ambrook organization. Individuals will require access to different information and tools within the app, so that you can keep sensitive data private and secure money movement.

These tables list the permissions of the various roles on Ambrook: Staff, Manager, and Admin.

Dashboard

Permission	Admin	Accountant	Manager	Staff
Access Dashboard tab	Yes	Yes	Yes	No
See cashflow visualizations	Yes	Yes	Yes	No
See enterprise, entity, and category analytics	Yes	Yes	Yes	No
See account balances	Yes	Yes	No	No

Ledger

Permission	Admin	Accountant	Manager	Staff
Access Ledger tab	Yes	Yes	Yes	Yes
View all transactions	Yes	Yes	Yes	No
Tag any transaction	Yes	Yes	Yes	No
View their own transactions	Yes	Yes	Yes	Yes
Tag their own transactions	Yes	Yes	Yes	Yes
Upload receipts	Yes	Yes	Yes	Yes
Add cash transactions	Yes	Yes	Yes	Yes
Create internal transfers	Yes	Yes	Yes	No

Invoices

Permission	Admin	Accountant	Manager	Staff
Access Invoices tab	Yes	Yes	Yes	Yes
Create an invoice	Yes	Yes	Yes	Yes
See all invoices	Yes	Yes	Yes	No
Update invoice status	Yes	Yes	Yes	No
Make payments to vendors	Yes	Yes	No	No
Send invoices to customers	Yes	Yes	Yes	No
Request payment from customers	Yes	Yes	Yes	No

Wallet

Permission	Admin	Accountant	Manager	Staff
Access Wallet tab	Yes	Yes	Yes	No
Apply for a Wallet	Primary Admin only	No	No	No
Add funds to Wallet	Yes	Yes	No	No
Withdraw funds from Wallet	Yes	Yes	No	No
See Wallet balance	Yes	Yes	Yes	No
See all cards in the organization	Yes	Yes	No	No
Create or edit cards	Yes	Yes	No	No

Cards

Permission	Admin	Accountant	Manager	Staff
Access Card tab	Via Wallet tab	Via Wallet tab	Via Wallet tab	Yes
Have a card	Yes	Yes	Yes	Yes
Edit their own spending limits	Yes	Yes	No	No
Freeze their own card	Yes	Yes	Yes	Yes
Unfreeze their own card	Yes	Yes	Yes	No
Replace their own card	Yes	Yes	Yes	No

Funding

Permission	Admin	Accountant	Manager	Staff
Access Funding tab	Yes	Yes	Yes	No
Contact Funding Advisor	Yes	Yes	Yes	No
Save programs	Yes	Yes	Yes	No
View and edit funding tags	Yes	Yes	Yes	No

Settings

Permission	Admin	Accountant	Manager	Staff
Access Settings tab	Yes	Yes	Yes	Yes
Contact Support	Yes	Yes	Yes	Yes
Edit their own profile	Yes	Yes	Yes	Yes
View organization information	Yes	Yes	Yes	No
Edit organization information	Yes	Yes	No	No
View team	Yes	Yes	Yes	No
Send team invites	Yes	No	No	No
View reports	Yes	Yes	Yes	No
View and edit automations	Yes	Yes	Yes	No
Manage connected accounts	Yes	Yes	Yes	No
View and edit categories	Yes	Yes	No	No
View and edit enterprises	Yes	Yes	No	No
View and edit other tags	Yes	Yes	No	No

Have any questions? Need access to something else? Contact Support

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