More flexibility. More oversight. Zero compromise on security.

We’ve upgraded Roles & Permissions to give you sharper control over how money moves across your team.

Introducing: Payment Requester

A new role built to clearly separate who creates payments from who approves them.

Now you can empower more team members to initiate payments without expanding approval authority.

With more granular permissions, you can define exactly who can request, approve, manage, or view funds, giving your team stronger operational control without adding friction.

Available Roles

• Admin — Manage users, approve payments and reimbursements, and process withdrawals

• Team Member — Add payment details and submit reimbursement requests

• Bookkeeper — View all account information

• Payment Requester — Create payment requests for Admin approval

👉 Learn more about the Payment Requester role and other roles →
👉 Learn how to make a payment request →

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-OneSafe Card Update
-Named Wires Launch
-Smart Transfers Launch