Understanding Roles and Permissions in Niobi Introduction Every team member in your Niobi workspace has a role that determines what they can access and what actions they can perform. Roles help protect sensitive information, enforce approval workflows, and ensure users only see features relevant to their responsibilities. This guide explains the available roles, their permissions, and best practices for assigning access within your workspace. What you'll learn: - Available roles and their purposes - Permissions included with each role - How permissions work across features - How to assign and manage roles - Best practices for access control - Custom roles (if available) Time to complete: 5 minutes to understand, then approximately 2 minutes per user to assign. Why Roles Matter Proper role assignment improves security, efficiency, compliance, and accountability. 🔒 Security Roles help: - Prevent unauthorized access to sensitive data - Control who can send payments - Restrict approval authority - Reduce fraud risk ⚡ Efficiency Roles allow users to: - See only the features they need - Work with a less cluttered interface - Complete tasks faster - Understand their responsibilities clearly 📋 Compliance Roles provide: - Audit trails showing who performed actions - Separation of duties - Regulatory compliance support - Proper authorization records 👥 Accountability Roles make it easier to: - Assign responsibility - Track changes and actions - Maintain professional financial processes - Improve transparency Permissions and Role Responsibilities Niobi roles are designed around real job functions. Each role determines what a user can access and what actions they can perform across inflows, outflows, transactions, and system access. 👔 Director Scope: Full financial and operational control Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add, approve, and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Create, view, and export account statements - Make transactions Team Management - Invite and manage users in the organization Best for: - Business owners - Senior finance leadership - Primary decision makers 🧭 Admin Scope: Operational control without ownership-level restrictions Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add, approve, and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Make and view transactions - Export account statements Best for: - Finance managers - Operations leads - Trusted internal administrators 📊 Accountant Scope: Core finance execution Manage Inflows - Design and send invoices - Create and share payment links Manage Outflows - Add and pay bills - Add and manage payees - Add and manage categories Transactions - View and top up account balance - Make and view tran