User Roles & Permissions
Overview
Each team member on LiquidTrust is assigned a role that determines what they can view and do within the account.
Roles
| Role | Capabilities |
|---|---|
| Admin | Full access. Can create and manage payments, release funds, manage team members, enable approval policies, manage payment methods, and bypass approvers using "Pay without Approval." |
| Manager | Can view and create payments. When assigned as the approver for a Business Contact, can approve or reject payments to that counterparty. Managers cannot release funds or pay on behalf of the business. |
How It Works
Roles are assigned when inviting a team member and can be changed later by an Admin. You can view and manage roles in Settings > Team Roles & Policies.
Notes
- Only Admins can invite or remove team members, enable approval policies, and manage payment methods.
- Managers can only approve payments for counterparties they are specifically assigned to.