PIL has four roles for business accounts. Each role controls what a team member can see and do.
Owner
The account creator. Has full access to all features. The owner's role cannot be changed, and they cannot be suspended or removed.
Admin
Has the same access as the owner, including team management and all card and wallet actions. Cannot remove the owner. Admins are automatically assigned to all active cards.
Finance
Can view all cards, transaction history, and generate statements. Cannot fund, freeze, terminate, or make changes to cards. Cannot manage the wallet or team members. Finance members are automatically assigned to all active cards for viewing purposes.
Member
Can only see and manage the card assigned to them at invite time. Cannot fund their card directly. They must submit a funding request for approval. Members are assigned one card and cannot be auto-assigned.
Please Note: A team member's role can be changed at any time by the owner or admin, except for the owner role.