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AccountsPermissions

Account Permissions

What members and agents may do within an account.

DraftDescribes the intended design. Not yet available — names, fields and behaviour may change.

Account permissions control what a member or Agent Account can do on a specific account: view balances, initiate payments, approve transfers, manage cards, manage members.

They complement credential permissions — see Essentials › Permissions. A request must be allowed by both.

Agents

Permissions granted to an Agent Account should be combined with spending limits. An agent that can pay should always have a cap.

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