Last Article Update 15.05.2026
As the workspace administrator, you are responsible for the following functions:
To manage permissions, limits and users, go to you Profile in the blue bar at the top right. Then select "Permissions" under "Company Settings" section.
When you select "Permissions", you'll see a list of all users with access to the workspace.
To check or adjust a user's permissions, select the user from the list and click the "Permissions" button in their row. This will open a page with all user's permissions, categorized by product type (Accounts, Cards, Financing tabs) or workspace-related tasks (Add ons tab). Access levels are shown using labels: full, partial, or no access.
You can view detailed information about the user's permissions for a specific product by clicking the arrow icon 
at the end of the respective row.
To change permissions, click "Edit". This opens a screen where you can set individual permissions.
To remove a user, go to the "Users" section via the left-hand menu. Select the user and click the three-dot icon in the their row. Then click the button to remove the user.
To manage product level permissions, go to the products sections (Accounts, Cards, Financing) via the left-menu.
After that, select a product (e.g. a current account) and click the "Permissions" button in its row. You can then check and adjust individual user access settings for that particular product by clicking the "Edit" buttons.
At the workspace level, you can set permissions for users. To manage these settings, go to the "Add ons" section via the left-hand menu.
Through the "Permissions" button on the relevant row, you will be taken to the overview of users for whom you can set permissions:
If you are an administrator in a workspace where joint authorization with another administrator is set up, all changes you make in the “Permissions” tab will require co-signing by another administrator. This also applies to the Administrator with restrictions role.
You can find an overview of all co-signing requests in the left-hand menu under “Approvals”. This section shows both pending requests awaiting approval and historical requests. In the request detail, you can view all information related to the submitted change.
