User Roles and Permissions

You can now assign different roles and permissions to your team members via the menu, by clicking on Settings > My Team.

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This can also be done when inviting a new team member and can always be changed later.

 

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Four roles are currently available on the Juni platform:



Owner   

This is the default role assigned to the user who has first set up the Juni account.

 

The Owner has:

- Full permissions, including deleting any other team member

 

There can only be one Owner. Additional Owner roles cannot be created.

 


Admin

This role is generally reserved for fully trusted team members, such as company owners or leaders.

 

The Admin has:

- The same permissions as the Owner role but cannot delete the Owner user

 

The Admin can:

- Add new team members

- Assign permissions to new team members

- View accounts and cards of all team members.

- Make payments and transfers

- Add, edit and remove integrations

 


Buyer - Cards Only

This role should only be assigned to employees who are in charge of media buying or stock buying. It grants access to one or more assigned cards, on which they can spend.

 

The Buyer - Cards Only role can:

- Spend on assigned cards only

- View their own transactions

 

Card spend limits for the Buyer - Cards Only role can be set up when creating a new card. They can also be updated for an existing card.

 

The Buyer - Cards Only role cannot:

- View or create accounts, or other cards

- Transfer funds from accounts

- Manage the organisation or integrations

 


Accountant

This role should be assigned to internal and, where applicable, external accountants for accounting, auditing and bookkeeping purposes.

 

The Accountant can:

- View transactions and accounts

- Export transactions

- Export account data

- Upload invoices and receipts to transactions

 

The Accountant cannot:

- Use or create cards

- View card details

- Create accounts

- Manage the organisation or integrations

- Make any payments or transfers