Introduction to User Roles in LiquidTrust
User roles in LiquidTrust help organize and manage access permissions within your organization. This guide covers the two main administrative roles: Business Admin and Business Manager.
Business Admin Role
The Business Admin is the highest-level administrative role with complete control over the organization's LiquidTrust implementation.
Key Responsibilities:
- Managing organization-wide settings and configurations
- Creating and managing user accounts
- Assigning roles to other users
- Overseeing security settings and access controls
- Managing billing details
- Managing payment releases
Key Permissions:
- Full access to all organization settings
- User management capabilities
- Complete control over role assignments
- Access to billing and payment information
- Full control of payments and release
- Create approval policies
Business Manager Role
The Business Manager role is designed for users who are working with Payees and can approve that the work submitted matches what was requested. Managers will have more limited permissions than the Business Admin.
Key Responsibilities:
- Managing day-to-day operations
- Approving or rejecting transactions
- Initiating Sent payments
- Monitoring Trust Pay deliverables
Key Permissions:
- Creating a payment to send or a payment request
- Management of team-specific settings
- Limited administrative functions
Role Comparison
| Business Admin | Business Manager | |
|---|---|---|
| User Management | Full access | No access |
| Billing Management | Full access | No access |
| Security Settings | Full access | View only |
| Team Management | Full access | View only |
| Payment Approval | Full access | Conditional access |
| Payment Releases | Full access | No access |
How to Assign Roles to an Existing User
As a Business Admin, you can assign roles to users in your organization. Here's how to do it:
- Navigate to Settings
- Select "Team Members" from the menu
- Find the user you want to assign a role to
- Click on the "Edit Role" button next to their name
- Select either Business Admin or Business Manager from the dropdown menu
- Click "Save" to confirm the role assignment
How to Assign Roles to a New Invited User
As a Business Admin, you can assign roles while inviting users in your organization. Here's how to do it:
- Navigate to Settings
- Select "Team Members" from the menu
- Invite a new user via email.
- Choose the role you want to assign to the user
- Select either Business Admin or Business Manager from the dropdown menu
- Click "Save" to confirm the role assignment
Important Notes:
- Role changes take effect immediately
- Users will receive an email notification when their role is changed
- Only Business Admins can assign or modify user roles
- You may not modify your own role
- Users who completed account creation prior to this feature implementation will remain Admin until otherwise changed
- Consider documenting role changes in your organization's change management system
Best Practices
- Limit the number of Business Admin roles to maintain security
- Regularly review role assignments
- Document any changes to role assignments
- Follow the principle of least privilege when assigning roles