Custom roles: who can do what

You'll see how to give each person the access their job needs — and nothing more. We'll open with what growing teams run into: the accountant who needs to see the numbers but should not send transfers, the travel manager who needs cards but has no reason to open the main account.

Then a live demo in the product — building a role end to end. Pick the accounts a role can reach, tick the permissions one by one — move money between accounts, send transfers, issue cards, trade investment assets — and assign the same role to as many members as you like.

The last ten minutes are yours. Bring your own team structure and we'll answer how to map it onto roles, what changes after a role is assigned, and what is coming next for account-level access.

Oisin Connell, Sales Director
How growing teams set up access in practice: which permissions get handed out, which stay with the owner, and where the line usually sits.

Tatiana Myasnikova, Product Manager
A live demo of custom roles in the product — building a role end to end, and what is coming next for account-level access.

Twenty-five minutes, in English: a short walkthrough of what custom roles change for a growing team, a live demo in the product, and Q&A.

It is for owners, admins, CFOs and finance managers who run a team on Vivid Business — anyone who adds members, hands out cards, and decides who can move money. Custom roles are in beta and open to every business customer, so you can set yours up right after the session. Standard roles — Owner, Admin and Employee — stay exactly as they are.