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Team members, roles & permissions
How to invite team members, what each role can do, and how card-level access works.
Overview
Echlon accounts support multiple team members, each with their own login and a role that controls what they can see and do. Never share login credentials; invite teammates instead.
How to invite a teammate
- Navigate to Team page in your dashboard.
- Click on Invite Member, enter the teammate's work email and choose the appropriate role.
- Send the invitation. A user profile will be created for the teammate, and they will receive an email prompting them to set their login credentials and access the account.
Available roles
| Role | View activity | Create payments | Approve payments | Manage recipients | Manage cards | Export reports | Manage team & settings |
|---|---|---|---|---|---|---|---|
| Owner | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Admin | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Finance | ✓ | ✓ | — | ✓ | ✓ | ✓ | — |
| Operations | ✓ | ✓ | — | ✓ | ✓ | — | — |
| Accountant | ✓ | — | — | View only | — | ✓ | — |
| Read only | ✓ | — | — | — | — | — | — |
✓ = full access · View only = can see but not change · — = no access.
Payments created by Finance or Operations always require approval from an Owner or Admin before any money moves.
Need something more specific? Custom roles can be created by combining the permissions and actions shown above to match your team's responsibilities.
Why this happens (access denied messages)
If a teammate sees an "insufficient permissions" message, their role doesn't include that action. The account owner or an admin can change their role in team settings — changes take effect immediately.
Common questions
Is there a limit to how many team members I can add?
No. You can invite and manage as many team members as your organization requires.
What happens when I remove a team member?
When a team member is removed, they immediately lose access to the account and can no longer view or perform actions within the workspace. Historical actions performed by that user remain associated with their profile and are preserved for audit and compliance purposes. This profile can be reactivated later.
Is there an activity log of who did what?
Yes. Echlon maintains an activity log that records key actions performed within the account, helping administrators track changes, approvals, user activity, and other operational events.
Related articles
- Card declined? Common reasons and fixes
- Updating your business or personal details
- Recognizing scams & phishing targeting Echlon users
Still need help?
If this article didn't resolve your issue, see our support channels, message us on WhatsApp at +1 (787) 468-5842, or open a support ticket — we typically respond within 24 hours.