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How to manage multiple users on your account
How to manage multiple users on your account

Learn about managing users and role permissions in your Braavo account

Graham Gnall avatar
Written by Graham Gnall
Updated over a week ago

Need other team members or contractors to access your Braavo account? You can add users to your company and control their access from the settings menu:

On this page you'll see a list of current users. Click on the button on the top right to add a new user:

On this screen, select the level of access you want to provide this user:

User Roles
The following roles are available for users:

  • Admin - These users have full access to your account, including the ability to edit users, and request funding.

  • Accountant - These users have read-only access to the Funding pages (Accelerate, Extend, Card). They are not able to request funding.

  • Analyst - These users have access to the Dashboard* and Revenue, Subscriptions, Paid Acquisition pages.

  • Agency - These users have access only to the Integrations page. They can add Integrations or modify Integrations they have previously added. No access to any other features.

*While these users can see the Dashboard, they will not see Dashboard cards related to reports they don't have access to. For example: an Analyst will see Revenue cards on the Dashboard, but not Funding cards.


Deleting or editing 

You can remove a user or change their role at any time from the Manage Users page:

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