As your team on Settle grows, you may not want everyone to have access to all parts of the account. Assigning user roles to each person will allow you to enable and restrict certain functionality.
Settle currently offers five roles: Admin, Payer, Viewer, Clerk, and Approver for teams with Pro, Premium, or Enterprise subscriptions:
| Admin | Payer | Viewer | Clerk | Approver |
Approve/reject invoices* | ✅ | ✅ | ✅ |
| ✅ |
View all invoices | ✅ | ✅ |
| ✅ |
|
Manage Settle Inbox | ✅ | ✅ |
| ✅ |
|
View invoices under specified categories | ✅ | ✅ | ✅ | ✅ |
|
Export Invoice details ** | ✅ | ✅ |
|
|
|
Schedule payments | ✅ | ✅ |
|
|
|
Add/edit invoices | ✅ | ✅ |
| ✅ |
|
Add/edit bank account information | ✅ |
|
|
|
|
Add/edit payment approval rules | ✅ |
|
|
|
|
Add/edit vendors | ✅ |
|
| ✅ |
|
Add/edit users on a team | ✅ |
|
|
|
|
Add/edit credit card payment information | ✅ |
|
|
|
|
Add/edit bookkeeping integrations | ✅ |
|
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* Approval chains are based on either (1) automated, org-wide approval rules or (2) specific requests on a per-invoice basis.
** Data exports are limited to the views that are available to that user. So Viewer-level users will only be able to export data that they're given access to.
⚠️ Note: Admins may also receive notifications or correspondence from Settle that contains account-sensitive information.