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How to organize teamwork in Finup: roles, access, and management

Written by Sofia
Updated today

Why teamwork in Finup is more than just access permissions

In Finup, teamwork is not just a distribution of roles, but a full-fledged tool for managing financial processes within a business. We create an environment in which each team member receives exactly the level of access needed to perform their tasks — without unnecessary risks and with full transparency.

A flexible role system and permission separation make it possible to build efficient processes: from card management to expense control and analytics. This helps not only to increase operational efficiency, but also to significantly strengthen the security of funds and data within the account.

Roles and their permissions

Finup provides two levels of access for team members. At the same time, the account owner has maximum rights, and the administrator is equal to them in terms of access level.

Account Owner

The account owner has full control over all functions and settings. This is the main user who creates the account and manages the entire team.

1. Admin

The admin has the same level of access as the account owner.

They can:

The administrator is a trusted person to whom full control over financial processes can be delegated.

2. Employee

The employee receives limited, personal access required to perform operational tasks.

They can:

  • manage only their own wallets and cards

  • issue cards for themselves

  • perform operations within their own balance

At the same time, the employee:

  • does not have access to other members’ funds

  • cannot perform withdrawals

  • does not manage other people’s operations and cards

This role distribution allows teams to scale safely, delegating tasks without risk to funds and data.


If you have any questions left, the Finup support team is always available via the chat window. 😉


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