Once your account is activated, you will be automatically assigned the role of Business Owner. Combo Cards has a role system that enables you to invite teammates and give them access to features and information according to the roles you assign.

The list of roles available:

— Business owner: can do everything, for example, replenish the balance, add cards, make transactions, invite and manage users and their balances, see statistics, etc.

— Team Lead: has the same rights as a Business Owner but only within an assigned group.

— Finance manager: can replenish the balance, view all the issued cards and statistics, but can’t manage users’ accounts.

— Media Buyer: can only make transactions with the assigned card and view personal statistics related to it.

To assign a role to a user, go to the Manage users section and click on a user's profile. Then in the top right corner, click on the edit profile icon. A pop-up window will open as below:

Here, select another option from the available list in the Role field and save the changes. Users with the Business owner and Team Lead roles can change roles.

Business Owner can assign the following roles:

Team lead can assign the following roles:

In addition, Business owner can reassign a user to another group.