What Are the Different User Roles and Types?

Last Updated:
May 13, 2017

The Team page includes all the members of your Payable account. Payable allows you to add your company admins and independent workforce via this page. You'll be able to structure your Team by assigning the appropriate User Role and Type.

On this article we cover each of the User Roles and Types that you can grant in Payable.

User Role

The User Role defines the access level granted to your company account.

  • Non-User
    For people you want to push out of your view and will no longer have access to the platform.

  • Worker
    For your independent workforce that you actively send payments to and/or your recipients who might be owed a 1099 form.

  • Approver
    For admins will full access to your company Payable account with the ability to add workers and approvers, They can approve work and also initiate payments. You can restrict the ability to initiate payments via the Settings>Preferences page.

  • Accountant|
    For your accountant will full access to your company Payable account with the ability to add workers, approvers and accountants. They can approve work and also initiate payments. You can restrict the ability to initiate payments via the Settings>Preferences page.

  • Owner
    For company owner and main administrator with the ability to add workers, approvers, accountants and owners. They can approve work and initiate payments.

Type

The type defines if you are going to be paid via Payable and the type of information that is requested to this user like their banking info.

  • Contractor
    For your independent workforce that will be paid via Payable.

  • Employee
    For the employees of your company that won't be paid via Payable as they are not independent contractors.

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