With flexible and customizable user permissions, it's easy to give certain members of your team access to certain data and features in your Mamo Dashboard.

You can edit the permissions of each teammate at any time by going to Settings > Team, or add permissions immediately upon inviting a new user.

Permissions

For each user you can choose different permissions depending on their needs in the Mamo Dashboard. Below are the available permissions you can configure for each team member:

Section	Permission	Access
Finances	View accounts, their balances and their ledgers.	View only
	Transfer funds between your Mamo accounts, including topping up your card balance.	Manage
	Initiate new settlements to your bank account.	Manage
	Initiate payouts to external bank accounts.	Manage
	Access and modify your Finances preferences.	Manage
	View and track settlements.	View only
	View and track payouts.	View only
Payments	View all created payment links.	View only
	Create, edit, and delete payment links.	Manage
	View all payments received.	View only
	Refund payments.	Manage
	Respond to, accept, or challenge payment disputes.	Manage
	Create, edit, cancel subscriptions, and manage subscribers.	Manage
	Create, send, and manage invoices.	Manage
	Customize the branding (logo and colors) for your links and invoices.	Manage
Cards & expenses	View all company cards and expenses for all users.	View only
	Issue new cards, cancel cards, and manage spend controls for all company cards.	Manage
	Manage (review, approve, deny) all company expenses.	Manage
	Configure expense categories for the company.	Manage
Accounting	Configure revenue accounting rules and integrations.	Manage
	Configure expense accounting rules and integrations.	Manage
	View and select accounting fields when submitting an expense.	View only
Developer	View and manage API keys, webhooks, and other developer settings.	Manage
Insights	View the insights and analytics dashboard.	View only
Settings	Manage all business settings (pricing plan, bank account, business details and documents).	Manage

Roles

A user role comprises a set of defined permissions.

To enable the easy assignment of permissions for typical Mamo Dashboard users, we have created some pre-defined role templates of commonly grouped permissions:

Role	Description	Permissions
Admin	Full access to Mamo’s features and capabilities.	All permissions
Finance manager	Manage your account balances, transfers and Finances preferences.	View accounts, their balances and their ledgers. Transfer funds between your Mamo accounts, including topping up your card balance. Initiate new settlements to your bank account. Initiate payouts to external bank accounts. Access and modify your Finances preferences. View and track settlements. View and track payouts.
Payments manager	Create and manage payment links, invoices and subscriptions.	View all created payment links. Create, edit, and delete payment links. View all payments received. Create, edit, cancel subscriptions, and manage subscribers. Create, send, and manage invoices. Refund payments.
Expense manager	Issue cards to employees and manage spend controls and approval workflows.	View, freeze, cancel cards assigned to them and manage their expenses. View all company cards and expenses for all users. Issue new cards, cancel cards, and manage spend controls for all company cards. Manage (review, approve, deny) all company expenses.
Developer	Manage API keys, webhooks, and other developer settings.	View and manage API keys, webhooks, and other developer settings.
Card user	Manage own issued cards and associated expenses.	View, freeze, cancel cards assigned to only them and manage their own expenses.