Combo Cards provides the option to grant a financial manager access to the owner’s Combo wallets.
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?
The Owner can enable access on their own:
Go to the Manage users → Permissions tab.
Select the Finance Manager you need.
Turn on the «Enable allocate funds from owner wallets».
After that, the Finance Manager will get an «Owner's Wallet» tab with access to the owner's wallets.
👉 Learn more about setting up permissions: «How to set up individual access permissions for users?»