How to Add Team Members and Set Role-Based Permissions

Overview

Slash is built for teams, making it easy to bring the right people into your account with the right level of access. When you invite new team members, you can assign roles that control what they can see and do; you can also create custom roles for your team, if none of our default permissions fit your needs. This guide walks through how to add team members, manage roles and permissions, and set your team up for efficient financial operations.

Understanding Roles and Permissions

Slash uses a role-based permission system. Each team member is assigned a role that determines exactly what they can see and do. There are 4 default role templates, along with the ability to create custom roles:

Owner

The Owner role gets full administrative access to your Slash account. Owners have full access to all user management features, including creating, deleting, updating, and viewing users. They also have full access to all card management features, and full access to all transaction data and analytics.

Admin

Admins have full access to all user management features, including creating, deleting, updating, and viewing users. They also have full access to all card management features, and full access to all transaction data and analytics.

Accountant

The Accountant role is designed for users who need to view transaction data and analytics. Accountants can see all transaction data, but they cannot create, delete, or update users or cards. This role is ideal for users who need to track spending, generate reports, and perform other financial tasks.

Employee

The Employee role is designed for users who need access to specific entities within the organization. Owners can grant employees permissions to view and modify various resources like cards, card groups, and virtual accounts. This role is ideal for team members who need controlled access to company resources.

Custom Roles

If none of the default roles fit your needs, you can create custom roles with a specific combination of permissions.

For example, you might create a "Finance Manager" role that can view subaccounts and transactions but can't initiate transfers, or an "Operations Lead" role with card management access but no accounting visibility.

To create a custom role, go to Settings → Roles and Permissions and click 'Create Role.' Once configured, your custom role will appear as an option on the users page. We walk through how to find and assign roles in more detail below.

Adding Team Members & Assigning Roles

Step 1: Open Entity Settings

From your Slash dashboard, navigate to Entity Settings at the bottom left of your dashboard.

Step 2: Navigate to Users

From there, you'll see a 'Users' menu listed near the top of the page. It's located second from the right in your entity settings menu panel. When you click it, you'll see a list of users along with their email, role, and information about when they joined and last logged into your Slash account.

Step 3: Invite a New Member

Click 'Send Invite' on the right side to open the invitation window. You'll have one invitation entry preloaded for you, but you can add more by clicking 'Add User'.

From there, fill in the user's:

1. First and last name
2. Email address
3. Role: Admin, accountant, employee, or a pre-configured custom role
4. Permissions: Allow you to preset which card groups, virtual accounts, etc. the user can access and edit

Once everything is filled in, click 'Invite Users' at the bottom right.

Step 4: Authorize Roles

The owner of the Slash account will need to authorize the invitation of new users. A message containing a verification code will be sent to the owner's listed email in Slash. If you're unsure what email that is, just check your Users panel.

Once located in your email, enter the code to authorize. Invitations will be sent immediately after verification.

Frequently Asked Questions

How many team members can I add?

The number of team members depends on your Slash plan. Check your plan details for specifics.

Can I remove a team member?

Yes. Navigate to the Team section in Settings, select the member, and remove them. Their cards will be deactivated.

Can team members see each other's transactions?

It depends on their role. Owners, Admins, and Accountants can see all transactions. Users can view transactions across the account. Employees can only see basic account information and cannot view transaction details.

What happens to a team member's cards when they leave?

When you remove a team member, their assigned cards are automatically deactivated. Make sure to update any subscriptions or recurring payments on those cards before removing the member.

Can I change someone's role after they've been added?

Yes. Go to Settings → Team, select the team member, and update their role. The change takes effect immediately.

What's the difference between Owner and Admin?

In day-to-day use, Owners and Admins have the same access to features, cards, transfers, and settings. The Owner role typically represents the account's original creator or primary responsible party.

Need More Help?

If you have questions about team management or need help setting up custom roles, reach out to our support team at support@slash.com, or use the in-app chat in your Slash dashboard.