Two things decide what someone can do: their role (what they're allowed to do) and their locations (where they're allowed to do it). A regional manager is just a manager with more locations.
People
| Person | Role | Locations | Sees | Last active | |
|---|---|---|---|---|---|
| Ray Whitmore |
Owner
Everything, including billing and closing the account.
|
All 2 | Revenue & volume | 2d ago | |
| Marcus Webb
regional@apex_north.example |
Manager
Reporting and plans for their own locations only.
|
09110, 09111 | Volume only | 5h ago | |
| Sam Okafor
books@apex_north.example |
Billing
Wallet, cards, invoices and spend limits. Nothing else.
|
All 2 | Revenue & volume | 2d ago | |
| Havok Digital |
Developer
Keys and test mode. Cannot switch to live or see the wallet.
|
All 2 | Volume only | 2d ago | |
| Jordan Reyes
jordan@apex_north.example |
Analyst
Invited
Read-only reporting for their locations. Good for an outside agency.
|
09110 | Revenue & volume | — |
What each role can do
| Role | Reporting | Plans | Connection | Go live | Wallet | Limits | Team |
|---|---|---|---|---|---|---|---|
| Owner
Everything, including billing and closing the account. |
Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Admin
Runs the account day to day. Sees billing but cannot change payment details. |
Yes | Yes | Yes | Yes | View | — | Yes |
| Billing
Wallet, cards, invoices and spend limits. Nothing else. |
View | — | — | — | Yes | Yes | — |
| Developer
Keys and test mode. Cannot switch to live or see the wallet. |
Yes | Yes | Yes | — | — | — | — |
| Manager
Reporting and plans for their own locations only. |
Theirs | Theirs | — | — | — | — | — |
| Analyst
Read-only reporting for their locations. Good for an outside agency. |
Theirs | View | — | — | — | — | — |
Sees controls how much of the money a person sees — volume only, revenue only, or both. A manager who sees revenue and one who does not are the same role with a different dial, so it lives on the person rather than spawning another role.
Two rules worth knowing. Nobody can raise a limit they're subject to — a developer who hits a spend cap has to ask someone, which is the point of the cap. And only an Owner or Admin can switch to live, because going live starts spending real money and taking real joins.