You can now assign different roles and permissions to your team members via the menu, by clicking on Settings > My Team.
This can also be done when inviting a new team member and can always be changed later.
Adding New Team Members
Click on 'Settings', then My Team, and on the top right 'Add User' and add whomever you want to have access to the account and their role. For more information on our new User Roles and Permissions feature, click here.
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
- Upload invoices and receipts to transactions
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
- Upload invoices and receipts to 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
- Manage the accounting settings on the 'Accounting' page
The Accountant cannot:
- Use or create cards
- View card details
- Create accounts
- Manage the organisation
- Make any payments or transfers