Roles define what each user can do in your Banqup space. They determine which data users can view and what actions they can take. This article explains how to edit roles for existing users.
Understanding user roles
In Banqup, roles are responsibilities or functions a person performs in your organisation. Each role comes with specific permissions that allow users to:
View certain types of documents.
Perform specific actions (approve invoices, approve payments, etc.).
Access different areas of the platform.
Roles are initially defined when you invite a user, but you can edit them at any time after the user has accepted the invitation.
Editing roles
To edit a user's roles:
Click your business name in the top-right corner of the screen.
Select Settings.
Click the Users card.
Double-click on the user whose roles you want to edit.
Click Edit.
Select or unselect the roles for this user.
Click Save to apply your changes.
The user's permissions will update immediately to reflect their new roles.
Available roles
Depending on your Banqup subscription, you may have access to various roles including:
Administrator
→ Can invite people, control who sees what, add new extensions, change the billing and subscription. This person can do most things, but not everything.
Sales responsible
→ Handles everything about sales. Makes quotes and invoices, sends them to customers, and follows up on payments.Sales assistant
→ Helps with sales processes, but can't send documents to customers. Can still make new documents, fix errors, and look things over.
Purchase responsible
→ Handles everything about purchases. Checks invoices from suppliers, approves them for payment, and marks them paid.Purchase assistant
→ Helps with purchases, but can't approve them for payment or mark them as paid. Can still help with other tasks.
Financial responsible
→ In charge of making payments and taking care of bank accounts. This person can't see sales or purchase documents unless given another role too.Cardholder
→ Someone who uses a Banqup debit card. Can only see their own card use, not how much money is in the account.
(External) Accountant
→ Can see lots of information to do accounting work. Can see both sales and purchase documents, but can't do as much with them as Sales and Purchase responsibles.
Each role has specific permissions tailored to different job functions within your organisation.
Best practices
When assigning roles, consider these guidelines:
Follow the principle of least privilege: give users only the access they need.
Review user roles regularly to ensure they align with current responsibilities.
Remove unnecessary access when staff roles change.
Combine roles for users who perform multiple functions.
FAQ
What happens when I remove a role from a user?
The user immediately loses access to the features and data associated with that role.
Can a user have multiple roles?
Yes, users can have multiple roles to accommodate their various responsibilities within your organisation.
Who can edit user roles?
Only users with Administrator privileges can edit the roles of other users.
If I edit a user's roles, will they be notified?
Users are not automatically notified when their roles change, but they may notice changes in their access levels.