To provide everyone in your team with the right level of access, you can allocate different Weel users to different roles (with the exception of the Owner role, which is auto-allocated). Each role is associated with a different level of access and permissions as outlined below.
The Owner has exactly the same permissions as an Admin role (outlined below) however they are also the nominated primary contact for the account. The Owner is auto-allocated by Weel and is the individual that creates the account. For now, the Owner can only be reallocated through contacting our support team.
Admins have the highest level of access in Weel. They can create and edit budgets, invite staff members, create and edit subscriptions, manage account settings and make payments.
For more flexibility, you can create custom roles that allow you to specify the level of permission and access you would like these users to have. You can set up multiple custom roles as required, with the ability to name them in a way that makes sense for your business (i.e. supervisor, team lead, department head). You can learn more about setting up custom roles here.
Team Members can make payments, complete expense reports, request top-ups and view their own budgets. They are not able to create budgets, view the account balance or other users' budgets and transactions and they cannot adjust your people or account settings.
Accountants can view budgets, edit expense data, export transactions and configure accounting. and expense management settings. They are not able to make payments, create budgets or subscriptions or transfer funds into your account balance.
Inviting staff members to your account with the accountant access level is free. They will not add to your billing plan.