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What are the different user roles?

Overview

Within YouBiz, there are 4 types of user roles, with different permissions and functionalities. 
If you are the one applying for a YouBiz account, you will automatically be the Admin.

Admin users hold the most permissions, followed by Finance, Accountant, and General user.

As an Admin, you can view and manage everything including:

  • Internal Exchange & Local Transfer

  • Overseas Transfer

  • Card Control & Account Activities 

  • Manage Approvals

You will also be able to assign the following roles to your members:

 

Roles
 Admin Finance Accountant General
Manage accounts, send money, manage approval, policies, and cards Manage accounts, send money, manage cards Manage accounts and view cards Access and spend up to their specified card limits
People
Upgrade or downgrade team members ✅ ✖️ ✖️ ✖️
Add, remove, and manage new & existing invitations ✅ ✖️ ✖️ ✖️
View team member details ✅ ✖️ ✖️ ✖️
Accounts
View all accounts and their balances ✅ ✅ ✅ General users can only view balances linked to their assigned cards, not all card balances.
Add, remove, and manage new accounts ✅ ✅ ✅ ✖️
Exchange currency ✅ ✅ ✅ ✖️
Transfer funds ✅ ✅ Depends* ✖️
Configure low account balance alerts ✅ ✅ ✖️ ✖️
View and download all account transactions ✅ ✅ ✅ ✖️
Approvals
Add, remove, and manage new & existing approval policies ✅ ✖️ ✖️ ✖️
Cards
View all cards owned by the team ✅ ✅ ✅ ✖️
Add, remove, and manage cards for the team ✅ ✅ ✖️ ✖️
View own card details ✅ ✅ ✅ ✅
Attach, remove, and download transaction receipts ✅ ✅ ✅ ✅

 

* By default, Accountant users can initiate transfers (e.g., vendor payments, payroll). However, under the default approval policy, these transfers require approval from a designated approver before they are processed. If you remove or modify the default approval policy, Accountant users will be able to make transfers without needing approval. Be cautious when changing approval settings — removing them means transfers initiated by Accountant users will be sent immediately without checks. Learn more about Approval Policies for Transfers.



Last Updated: 17th July 2025

Roles