Understand SuperAdmin, Admin, Member, and Bookkeeper roles-what each can do and how to assign them.
Step-by-step guide to inviting team members, assigning roles, and managing access.
Set up approval workflows, spending limits, and oversight to protect your business finances.
Step-by-step guide to removing team members from your Holdings account, what happens to their access, cards, and pending transactions.
Learn how to change team member roles in Holdings, what changes immediately, and who has permission to make updates.
Understand what SuperAdmin transfer means, prerequisites, step-by-step process, and what happens to the original SuperAdmin.
Control team spending by setting daily, monthly, and per-transaction card limits for individual team members.
Learn how to use role-based access and manual processes to create payment approval workflows in Holdings.
Require a second team member to approve wires and bank transfers before they go out. Step-by-step setup, requirements, and how the approval process works.
Detailed access matrix showing exactly what each Holdings role can see and do, with common scenarios answered in FAQ format.
Learn how to safely give your bookkeeper or accountant read-only access to your Holdings account using the Bookkeeper role.
How to give your accounting firm access to Holdings, manage multiple firm members, share financial data, and collaborate during tax season.
How to view what your team members have done in Holdings, filter by member, and export activity data for audits and compliance.
Understand how team member permissions work across your Holdings accounts, including what access is shared and how to manage visibility.
