As an account admin, you’ll have complete access to your company’s Toolbox account and control over all account settings. You'll have visibility into all transactions, statements, limits, and balances.

You'll also have the ability to freely initiate payments and manage bank connections. In addition, you’ll control user permissions and account settings, like new user invitations.

Bookkeepers have near-admin permissions. You’ll have complete access to your company’s Toolbox account and control over all account settings. You'll have visibility into all transactions, statements, limits, and balances. You'll also have the ability to manage bank connections but not initiate payments. You are not able manage employees or remove admins.

Employees have limited permissions. They won't be able to see any details about the company.

As an employee, you can add memos to your transactions, and monitor your spending limit.