Team roles & permissions explained

Boldswitch has three team roles, and they are hard-enforced, not just hidden in the interface.

The three roles

• Owner: full access. Can move money, change settings, manage roles and API keys, and add or remove members.
• Manager: sees analytics and team activity and runs day-to-day operations, but cannot remove the Owner.
• Employee: handles payments and receipts only. Cannot see the balance and cannot move money.

What each role can do

Capability	Owner	Manager	Employee
Take payments and send receipts	Yes	Yes	Yes
View analytics and team activity	Yes	Yes	No
See the business balance	Yes	Yes	No
Move money	Yes	No	No
Manage roles and API keys	Yes	No	No
Remove the Owner	Yes	No	No

Tip

Roles are enforced at the system level, so an Employee genuinely cannot see your balance or move money no matter how they navigate the app.

To invite someone with a role, see Add and invite team members. To adjust someone later, see Change a member's role or remove access.

Questions? Email support@boldswitch.ng.