Ambrook

Just like your team helps you out around the farm, they can also get involved with your books. Roles allow you to give others access to their responsibilities and workflows, while protecting your private data and restricting money movement. To add team members to your account, go to <a href="https://ambrook.com/app/settings/team" target="_blank" rel="nofollow noopener noreferrer">Settings--&gt;Team</a> and click "Invite" to add new members.

Today, Ambrook offers the following user roles:

Admins have access to every feature, and can view any information. This is a common role for farm owners, bookkeepers, financial advisors, and CPAs.

Managers can access most features, but cannot send payments, move money in and out of the Wallet, or see account balances. This is a common role for enterprise managers and other team members who have some financial responsibilities.

Staff members can only complete actions related to their own transactions or invoices/bills they create. This is a common role for seasonal workers or team members who only need a card for farm expenses.

1. Admins have access to every feature, and can view any information. This is a common role for farm owners, bookkeepers, financial advisors, and CPAs.
2. Managers can access most features, but cannot send payments, move money in and out of the Wallet, or see account balances. This is a common role for enterprise managers and other team members who have some financial responsibilities.
3. Staff members can only complete actions related to their own transactions or invoices/bills they create. This is a common role for seasonal workers or team members who only need a card for farm expenses.

You can use these roles to collaborate across different workflows. For example, a business owner might have a team member who works closely with your vendors. They can create a bill in draft, upload any receipts that show what needs to be paid. The business owner can then easily send off the payment after reviewing the bill at the end of the day. User roles allow you to customize your processes to make sure the person with the most context is entering the information when they get it, saving time across the team.

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The tables below list the detailed permissions of these three role types.

Setting up your team's roles for collaboration

Setting Up Your Team

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

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

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

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

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

Analytics

Ledger

Invoices and Bills

Wallet

Cards

Funding

Settings