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What can I see as an Account Owner under Finances? What can my Full Users see?
What can I see as an Account Owner under Finances? What can my Full Users see?

Here's a side by side of what is visible under the Finances tab.

Jake Scotto avatar
Written by Jake Scotto
Updated over 2 months ago

Here is a side by side comparison. On the left is an Account Owner, who can view all Outbound Transfer information at a glance. On the right is a Full User, who can only see payments made and due balances.

As an account owner, you have full access to all information in the Finances tab.

Full Users CAN see:

  • Overview Page Charts

  • Client Activity Report (i.e. payments made)

  • Due Balances Report

Full Users CANNOT see:

  • Overview Page Balances

  • Account / Routing Numbers

  • Company Activity Report (i.e. outbound transfers)

  • Tax Report

  • Settings

  • Stripe Capital Loan information

Limited/Read-Only Users:

  • Cannot see the finances tab at all unless they are given custom permissions

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