What Are the Different User Roles and Types?

Last Updated:
December 20, 2018

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.

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

User Role

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

  • Non-User
    For users you wish to remove from view. Revokes access to the platform.

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

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

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

  • Owner
    For company owners and administrators. Grants the ability to add workers, approvers, accountants and owners. They can also approve work and initiate payments.

Type

The type defines how an assignee is paid (whether through Payable or otherwise). Defines information that is requested from the user (ie: bank info for contractors).

  • 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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