Who sees, who signs
and who stands in when away
People, roles and signing rules in one place. Loosening control waits, tightening applies at once.
Team and space
Who is here, what each may do, and what needs a signature.
Invite member
- People
- Signing
- Positions
- Security
- Connections
- People5 members1 invitation still out
- Signing2 rulesIn amount bands, top to bottom
- Protection0 without 2FAEveryone who signs has one
- Machines5 machinesRead these books, sign nothing
Members
AskFind a member...
- SASamMarketing · member · away until Nov 21Deputy: Lee
- NONoorOutside accountant · the month, reports, taxesSigns nothing
- Raise Tools to $5,000Waiting to take effect · 18 hours leftLooseningApprove nowCancel
Four figures say where to look first. A deputy carries an end date, and a change that loosens control waits on top with its countdown.
How it works
Team and signing rules
in four lines
- A role, then switches
- Owner, admin, member, viewer and accountant are where a person starts. Switches on their card narrow it, and a hidden section is refused everywhere, the assistant included.
- Rules stand above budgets
- A signing rule holds whatever a position's budget says. Over $10,000 both founders sign, even for a payment inside the mandate.
- A deputy with an end date
- Lee acts for Marketing from 14 to 21 Nov, inside its budget, and the journal says Lee acted for Sam. On 21 Nov Lee's rights end without anyone touching them.
- Loosening waits, tightening does not
- A bigger budget, a looser rule or a new admin waits 24 hours, and any other owner or admin can cancel it. A lower budget or a pause applies the moment you press.
Questions
Team and signing rules
the short answers
Can our outside accountant get in without seeing everything?
Yes, on Pro and up. The Accountant role opens the month, the reports and the taxes, and signs nothing. An account can also be hidden from everyone but the people you pick.
What if someone loosens a rule without asking?
It does not apply for 24 hours, and every owner and admin gets an email and a push. One link cancels it and signs its author out of every device.
See your own cabinet
on a thirty minute call
We open it on your books and show what the machine would do by itself in your first week.