Roles decide what each person on your business account can see and do. Approvals add an extra check before a payout goes out, so one person can prepare a payment and another can approve it. It's one of the simplest ways to protect a company account.
Here's how to set a role
Go to Settings, then Team.
Invite someone, or open an existing teammate.
Pick a role. You'll see the exact role names and permissions on the invite screen.
A typical setup looks like this: someone runs the account and invites people, someone prepares or sends payments, someone approves payouts, and someone may only need to look, for example to download a statement.
Give people the least access they need. A person who only checks records shouldn't also be able to send money on their own.
Here's how approvals work
Go to Settings, then Approvals.
Set the rules that fit how you work.
When a payment needs approval, it waits until the right person on your team confirms it. You'll see that status in Activity or Payouts.
Good to know: We don't publish a single approval amount here, because it can depend on your account. You'll see the fees and any limits on your dashboard, and before you confirm each transaction.
Quick tip: Tell the approver when a payment is waiting, so it doesn't sit there at the end of the day.
What's next: See How to invite and remove team members, How to pay suppliers and recipients, and Large payments and extra checks.