Your team and roles

If more than one person in your company touches contractor payments, each of them gets their own login rather than sharing yours. The Team tab is where you add them and decide what they can reach.

Open Settings by clicking your name in the bottom-left corner, then go to Team.

The team list

Everyone linked to your company appears here with their Status and Role. You can filter the list by role or by member using the dropdowns above it.

What each role can do

This is the part worth getting right, because it decides who sees whose payments.

Role	Scope
Organization Owner	Full access to every company in the organization. Can view and manage all payments and all members.
Company Member	Limits someone to specific companies. It isn’t a level of access on its own: you then pick Admin or User for each company they belong to.
Company Admin	Full admin access inside the selected company. Can view and manage all of that company’s payments.
User	Personal access inside a company. Can only view and manage their own payments.

A member can also show as Inactive, which means they’re listed but can’t currently use the account.

Adding someone

Click Add New Member and follow the steps. Once added, they appear in the list with their own status and role, and they sign in with their own credentials.

If your organization has more than one company, see managing multiple companies for how access works across them.

Good to know

• Give the User role to anyone who only needs to handle their own payments. It’s the narrowest option and the safest default.
• Roles control access, not notifications. Who receives payment emails is set separately on the Company tab. See your company details and payment emails.