User roles - Dash.fi Support

Dash.fi uses role-based access to make sure each team member sees and can do exactly what they need. You assign a role when you invite someone to the account.

Roles

Role	Best for	Summary
Administrator	Company owner, finance lead	Full access to all features and settings
Manager	Team leads	Manage their team’s cards, budgets, and card requests
Employee	Cardholders	Request and use their own cards
Accountant	Finance team, internal accountant	View and reconcile spend; manage budgets and accounting sync
Bookkeeper	External bookkeeper, senior finance	Everything the Accountant can do, plus manage accounts and process payments
AP Clerk	Accounts payable	Process payments and manage financial accounts
IT Admin	IT	Manage integrations only
Rewards Admin	Rewards program owner	View rewards overview, cards, and contract terms

Role details

Administrator

Full access to Dash.fi. Administrators can manage users and groups, issue and approve cards, view all transactions, manage financial accounts, trigger payments, configure accounting sync, manage integrations, and manage agents. Administrators are also the only role that can complete your account’s application and change organization-wide 2FA policy. Assign to your company owner or finance lead.

Manager

Scoped to their direct reports. Managers can invite people, manage their team’s membership and budgets, issue cards for their team, review card requests from their team, and view their team’s card transactions. They can’t access company-wide financial data or settings.

Employee

The standard role for cardholders. Employees can request a card, use cards assigned to them, reveal their own card details, and view their own card transactions. No visibility into company-wide data.

Accountant

Read-access for financial oversight. Accountants can view all people, all card transactions, accounts, payments, and statements. They can manage budgets across all groups and handle accounting sync and GL code mappings. They can’t move funds or manage users.

Bookkeeper

An extended version of Accountant. Bookkeepers have everything an Accountant can do, plus the ability to manage financial accounts, move funds, process payments, issue cards, and manage agents. Assign to an external bookkeeper or senior finance operator who needs hands-on account access.

AP Clerk

Focused on accounts payable. AP Clerks can view all people, view and manage financial accounts, view statements, and make payments. No access to card management, budgets, or accounting sync.

IT Admin

Integration management only. IT Admins can configure Dash.fi integrations with external systems. No access to financial data. IT Admins have read-only visibility of Bill Pay’s connected mailboxes — connecting or disconnecting a mailbox is done by an Administrator, Accountant, or Bookkeeper.

Rewards Admin

View-only access to rewards. Rewards Admins can see the rewards overview, cards, transactions, and contract terms.

Permission reference

Permission	Admin	Manager	Employee	Accountant	Bookkeeper	AP Clerk
Invite people	✅	✅	❌	❌	✅	❌
Manage all people and groups	✅	❌	❌	❌	✅	❌
Manage managed people and groups	❌	✅	❌	❌	❌	❌
Issue cards	✅	✅	✅	❌	✅	❌
Request a card	✅	✅	✅	❌	❌	❌
Review card requests (all)	✅	❌	❌	❌	✅	❌
Review card requests (managed)	✅	✅	❌	❌	❌	❌
Reveal card details (own)	✅	✅	✅	❌	❌	❌
View all card transactions	✅	❌	❌	✅	✅	❌
View managed card transactions	❌	✅	❌	❌	❌	❌
View own card transactions	✅	✅	✅	❌	❌	❌
Manage all budgets	✅	❌	❌	✅	✅	❌
Manage managed budgets	❌	✅	❌	❌	❌	❌
View financial accounts	✅	❌	❌	✅	✅	✅
Manage financial accounts	✅	❌	❌	❌	✅	✅
View payments	✅	❌	❌	✅	✅	✅
Make payments	✅	❌	❌	✅	✅	✅
View statements	✅	❌	❌	✅	✅	✅
View and manage accounting sync	✅	❌	❌	✅	✅	❌
Manage integrations	✅	❌	❌	❌	❌	❌
Manage Bill Pay connected mailboxes	✅	❌	❌	✅	✅	❌
View and manage agents	✅	❌	❌	❌	✅	❌
View insights	✅	✅	❌	✅	✅	❌

Inviting a user

Go to Company → People and click Invite Person. Enter the person’s name and email address, then select their role. They’ll receive an email to set their password and activate their account.

​Roles

​Role details

​Administrator

​Manager

​Employee

​Accountant

​Bookkeeper

​AP Clerk

​IT Admin

​Rewards Admin

​Permission reference

​Inviting a user