> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equalsmoney.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About role types

> Learn about the different types of roles that a persona can have.

## Role types

The Equals API currently supports the following roles: Owner, Admin, Payer, Viewer, Accountant, and User.

<CardGroup cols={2}>
  <Card title="Owner" icon="crown">
    Someone who needs to be able to do everything, including setting up an account. Typically, this is a top-level finance executive.
  </Card>

  <Card title="Admin" icon="user-shield">
    Someone who needs to access all transactions, cards, budgets, people, and data on the account, but not see or edit settings. Typically, this is a member of the Finance team.
  </Card>

  <Card title="Payer" icon="money-bill">
    Someone who needs to make payments to recipients, create exchanges, and book forward contracts. Typically, this is an employee who undertakes these tasks as part of their role.
  </Card>

  <Card title="Viewer" icon="eye">
    Someone who needs to view all activity on the account to do their role, but shouldn’t be able to edit anything regarding transactions, people, settings, etc. Typically, this is a member of the Finance team.
  </Card>

  <Card title="Accountant" icon="calculator">
    Someone who needs to view all activity on the account, including statements and transaction activity, but who doesn’t need to edit transactions or budgets. Typically, this is an external bookkeeper.
  </Card>

  <Card title="User" icon="user">
    Someone who needs access to their own card for spending, but who doesn’t need anything else. Typically, this an employee who isn't a member of the Finance team.
  </Card>
</CardGroup>

## Role permissions

The following table describes the different actions that a person can take, depending on their role.

| Role name  | View                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          | Spend via card                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | Send money<br /><span style={{fontSize: '12px'}}>(payments, exchanges, forward contracts)</span>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | Edit                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Owner      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Everything (budgets, transaction activity, cards, people, settings).    | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />                                                      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />         | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Everything (budgets, transaction activity, cards, people, settings). |
| Admin      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Everything except settings.                                             | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />                                                      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />         | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Everything except settings.                                          |
| Payer      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Budgets and spending activity, including statements and transactions.   | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Their own card, if you choose to give them one. | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />         | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Recipients, funds, and forward contracts.                            |
| Viewer     | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Everything except settings.                                             | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Their own card, if you choose to give them one. | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" /> | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" />                                                                   |
| Accountant | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Spending activity, including statements and transactions.               | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Their own card, if you choose to give them one. | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" /> | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" />                                                                   |
| User       | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" /><br />Their own transactions, plus the cards and budgets they have access to. | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-tick.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=fe5737d19a4b11cc32db188351142ec2" alt="Yes" width="24" height="24" data-path="images/icon-tick.svg" />                                                      | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" /> | <img src="https://mintcdn.com/equalsmoney-0d00329a/Gcy_W3pNLgh52Qmj/images/icon-cross.svg?fit=max&auto=format&n=Gcy_W3pNLgh52Qmj&q=85&s=061502388fdb13d9d483aaa9ba187041" alt="Yes" width="24" height="24" data-path="images/icon-cross.svg" />                                                                   |
