Managing Users and Permissions

Granite corporate accounts use role-based access. Each team member is assigned a role, and that role determines what they can view and what actions they can take in the corporate dashboard.

Corporate roles

• Signatory

• Co-Signatory

• Maker

• Checker

Who can manage team access?

Only Signatories and Co-Signatories can access Team Members and manage users:

• Invite a user

• Edit a user’s role

• Archive (remove) a user

Makers and Checkers cannot access Team Members.

Accessing Team Members

1. Log in to the Corporate Dashboard.

2. Go to Team Members.

From there, you can manage your organization’s users.

Invite a user

Use this when you want to add a new team member to your corporate account.

1. Go to Team Members.

2. Click Invite user.

3. Enter the user’s details.

4. Select the role you want to assign (Signatory, Co-Signatory, Maker, or Checker).

5. Send the invite.

Who can invite

• Signatory: can invite all roles

• Co-Signatory: can invite Maker only

Edit a user’s role

Use this when a team member’s responsibilities change.

1. Go to Team Members.

2. Find the user you want to update.

3. Click Edit role.

4. Select the new role.

5. Save changes.

Who can edit roles

• Signatory: ✅

• Co-Signatory: ✅

Archive (remove) a user

Use this when someone should no longer have access to the corporate account.

1. Go to Team Members.

2. Find the user you want to remove.

3. Click Archive user.

4. Confirm.

Important

• Archiving a user removes their access to the corporate dashboard.

• It does not remove historical activity they performed while they had access.

Who can archive users

• Signatory: ✅

• Co-Signatory: ✅