Introducing Team Roles in Receipt AI

1. Member

The Member role is designed for employees or team members who primarily need to submit and manage their own expenses.

Best for

Regular employees or team members.

Can

• Upload receipts
• Create folders and assign receipts to folders
• View, edit, and delete their own receipts

Cannot

• Edit or delete folders
• Access accounting settings
• Access receipts from other users

Ideal for users who need to submit and manage their own expenses.

2. Accountant

The Accountant role is designed for finance teams or external accountants who need broad access to receipts and accounting structure — without account ownership.

Best for

Bookkeepers, finance staff, or external accountants.

Can

• Upload receipts
• View and manage all users’ receipts
• Manage folders
• Manage the chart of accounts

Cannot

• Add or manage team members
• Manage billing or subscription settings
• Change account ownership

Ideal for users responsible for managing financial data and organizing company expenses.

3. Owner

The Owner role is the account administrator with full control over settings, billing, and team access.

Best for

Business owners or account administrators.

Can

• Upload receipts
• View and manage all users’ receipts
• Manage folders
• Manage the chart of accounts
• Add and manage team members
• Manage billing and subscription settings

Note: Each account can have only one Owner.

Ideal for users who need full control over the account and team management.