Permissions

Checkbook offers granular control over user access and permissions within your account, allowing you to securely manage team members and define their capabilities within the platform. This is particularly important for organizations with multiple individuals who need to interact with your account.

Role-based Access Control

Role-based access control (RBAC) allows you to assign predefined roles to authorized users. These roles come with a specific set of permissions. Below are examples of permission categories within the system:

	Analyst	Approver	Controller	Manager	Developer
Accounts	Read	Read	Read	Write	Write
Send Payments	Read	Read	Write	Write	Write
Send Invoices	Read	Read	Read	Write	Write
Approve Payments	Read	Write	Write	Write	Write
Marketplace	Read	Read	Read	Write	Write
Settings	Read	Read	Read	Write	Write
Billing	No access	No access	No access	Read	Read
CSV Export	No access	No access	No access	Allow access	Allow access
Reverse Wire	No access	No access	No access	Write	Write
Directory	Read	Read	Read	Write	Write
Developer	No access	No access	No access	No access	Write

Custom Roles

Users may also configure custom permissions, granting read access, write access, or no access to specific functions in the dashboard. Below is a table defining access levels for each function:

	Read	Write	Allow Access	No Access
Accounts	View dashboard bank accounts	Add and edit bank accounts	N/A	N/A
Send Payments	View sent payments	Send payments to recipients	N/A	N/A
Send Invoices	View sent invoices	Send invoices to recipients	N/A	N/A
Approve Payments	View payments pending approval	Approve payments pending approval	N/A	N/A
Marketplace	View marketplace and marketplace users	Add, edit, and send payments from marketplace users	N/A	N/A
Settings	View dashboard settings	Edit dashboard settings	N/A	N/A
Billing	View billing information	N/A	N/A	N/A
CSV Export	N/A	N/A	Export dashboard data	Cannot export dashboard data
Reverse Wire	N/A	Fund prefunded accounts via reverse wire	N/A	Cannot initiate reverse wires
Directory	View entries in the address book	Add and edit entries in the address book	N/A	Cannot access address book
Developer	View developer settings in dashboard	Edit developer settings in dashboard	N/A	Cannot view developer settings