What are the account roles and permissions on the Equals Money …
Dec 12, 2025 · Anyone with an account can have any of the following roles: Primary owner. Your company account must always have an active Primary owner. Only one person within your …
Adding people and setting roles - FAQ | Equals Money
The Primary owner has the same permissions as an Owner, but they cannot be deactivated. The role can be transferred to another active Owner, by the current Primary owner.
Adding people and setting roles - zairos.com
The Primary owner has the same permissions as an Owner, but they cannot be deactivated. The role can be transferred to another active Owner, by the current Primary owner.
Adding people and setting roles - Walkthrough | Equals Money
Primary owners, owners, and admins can add people to the account. To add a new person to your Equals Money account, go to the “People” page of your account.
FAQs - Equals Money
Find the answers to the most frequently asked questions we receive at Equals Money and get help from our team of in-house experts.
About role types - Equals Money API Documentation
The Equals Money API currently supports the following roles: Owner, Admin, Payer, Viewer, Accountant, and User. An Owner is someone who needs to be able to do everything, including …
FAQ - equalsmoney.com
Find the answers to the most frequently asked questions we receive at Equals Money and get help from our team of in-house experts.
Money Movement Made Simple | Equals Money
We help make the way businesses manage their cashflow and expenses more cost-effective through our advanced global payments technology and currency expertise.
Ordering cards and setting limits - FAQ | Equals Money
You can order a card for yourself or a member of your team if you are a Primary Owner, Owner or Admin. Please log in to your account and go to “Cards” from the menu on the left.
Step 2: create a person - docs.equalsmoney.com
To create a person, you need to provide your account ID, the person's first and last name, their role, and their email address. There are a number of additional optional parameters that you …