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How can a financial manager be granted access to the owner’s wallets?

In this article, you’ll learn how a financial manager’s access to the owner’s wallets works, what actions they can perform, and under what conditions this feature is available.

Updated over a week ago

Combo Cards provides the option to grant a financial manager access to the owner’s Combo wallets.

This feature is enabled separately and activated upon request.

After activation, the financial manager will see a new tab called “Owner’s wallet”.

Through this tab, they gain access to the owner’s wallets and can independently manage fund distribution.

This helps simplify the financial workflow and removes unnecessary steps, where the team owner would first transfer funds and then the financial manager would redistribute them.


What can the financial manager do?

With this feature enabled, a financial manager (with All Groups access) can:

  • view all of the owner’s wallets

    • asset

    • price

    • balance

  • debit funds from the owner’s wallets

  • top up their own usd fiat balance in combo directly from those wallets

  • independently distribute funds within the team


How to enable this feature?

This functionality is activated upon individual request.

If you would like to grant the financial manager access to the owner’s wallets, please contact support.

We will enable the access and notify you once it has been activated.

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