Manage member permissions in Settings › Members. Propose, Approve and Submit are separate permissions enforced onchain. Accounting and Read Only govern application access.
Permission or role | What it allows |
Propose | Create proposals, including payments and settings changes. |
Approve | Approve or reject proposals. |
Submit | Execute proposals after the approval threshold is met. |
Accounting | Use the Accounting page and manage the QuickBooks or Xero connection, from setup to sync. Assigned alone, it gives no payment permissions. |
Read Only | View the workspace with no member permissions assigned. New members start here. |
Card admin | Manage workspace cards, cardholders and spending limits. A card admin must be a workspace member. |
Cardholder | Use assigned cards. Cardholders outside the workspace see only their own cards and transactions. |
Propose, Approve and Submit each include Accounting access. Accounting can also be assigned on its own. One member can hold several permissions, including all three payment permissions.
See Members.
Approval threshold
A workspace starts at 1-of-N: one authorized member approval is sufficient. A member with both Propose and Approve can approve their own proposal, and that approval counts. Separating permissions does not, by itself, require separate people.
You can add members and increase the threshold. For example, in a workspace requiring two approvals from three members, a proposer with Approve permission can provide the first approval. A second authorized member must approve before the threshold is met. Each member's own authorization requires two of their three signing factors.
Changing permissions and the threshold
Changing Propose, Approve or Submit permissions, removing members who hold those permissions, or changing the threshold requires authorization under the existing workspace threshold. These requirements are enforced onchain. Card roles, card limits and application access have separate enforcement.
See Account settings.
See Approvals.