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Status

Fidorox is preparing to launch. Sign-up opens at launch, and products open in stages after it; every page says what each will do. Where we will open

Business · Team and permissions

Everyone can do their job. Nobody can do more.

Invite the people who run the business, give each a role, and, when payments open, decide which payments need a second person. Every change to the team is recorded with who made it and when.

Coming soon

Team members and roles open with the business account.

Open a business account
Example of a payment waiting for its second approver, as approvals will work.

Roles

Four roles, the same as in the app.

Each person on the team has one; this is what each may do.

Owner
Everything, including the team, its owners and the business’s details. A business always keeps at least one owner.
Admin
Manages the team and the business’s details, except its owners.
Member
Works in the business’s account. Cannot manage the team.
Viewer
Sees the business’s account and team. Changes nothing.
Example of a team: one person of each role, and an invitation waiting.

Controls

Approvals and limits, set once.

Coming with payments and cards for teams.

  • Approvals

    Payments over an amount you choose will wait for one or two approvers before they leave, and the person who asked can never approve their own.

  • Limits per person and per card

    A monthly amount for each person, a limit for each card, and the categories where it works.

  • Asked again for what matters

    Inviting someone, changing a role or removing a person asks for a passkey or an authenticator app again, unless the person confirmed it was them in the last five minutes. Adding a recipient and raising a limit will ask the same.

  • A record of every change

    Who invited whom, who changed a role, who removed whom: each recorded with the date and time. Approvals will join the record when they open.

Questions

Every answer in the help centre

How do roles and permissions work?

Each person on a business account has one of four roles: owner, admin, member, and viewer.

Owner: Everything, including the team, its owners and the business’s details. A business always keeps at least one owner.

Admin: Manages the team and the business’s details, except its owners.

Member: Works in the business’s account. Cannot manage the team.

Viewer: Sees the business’s account and team. Changes nothing.

Approvals before a payment leaves, and a limit for each person and each card, are coming with payments and cards.

Team and permissions

Can my accountant have access?

Yes. Invite them as a viewer: a viewer sees the business’s account and team, and changes nothing.

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