Team Members and Roles
Invite team members, assign roles, and manage workspace and company-level permissions.
Last updated March 2, 2026
Overview
TreasuryPath uses a role-based access system to control what team members can see and do. Members are invited to a workspace and assigned a role that determines their base level of access. Additional company-level permissions can be granted for more granular control.
Roles
Every member is assigned one of four roles:
| Role | Description |
|---|---|
| Owner | Full access to everything. Can manage billing, delete the workspace, and perform all administrative actions. Typically the account creator. |
| Admin | Full access to workspace settings, integrations, and member management. Can do everything except delete the workspace or transfer ownership. |
| Manager | Can manage day-to-day operations including creating payments, managing policies, and viewing reports. Cannot change workspace settings or manage other members’ roles. |
| Member | Standard access for team members who need to create and view transactions, but with limited administrative capabilities. |
Inviting Team Members
- Navigate to Settings then Team
- Click Invite Member
- Enter the person’s email address
- Select their role (Owner, Admin, Manager, or Member)
- Click Send Invitation
The invited person receives an email with a link to join the workspace. Their status shows as Invitation Sent until they accept.
Member Statuses
| Status | What it means |
|---|---|
| Invitation Sent | The member has been invited but has not yet accepted and created their account |
| Active | The member has accepted the invitation and is actively using the workspace |
| Disabled | The member’s access has been suspended by an admin |
Workspace vs Company Permissions
TreasuryPath has a two-level permission system:
Workspace Permissions
Workspace permissions control access to workspace-wide features like settings, integrations, and member management. These are assigned at the member level and scoped to the workspace.
Company Permissions
Company permissions control access to company-specific features like payments, accounts, and policies. A single workspace can manage multiple companies, and members can have different permission levels for each company.
This separation means you can give someone full access to one company’s payments while limiting their access to another company within the same workspace.
Archiving Members
When a team member leaves or no longer needs access:
- Navigate to Settings then Team
- Find the member and click Archive
- The member’s access is immediately revoked
Archived members are preserved for audit trail purposes. Their historical actions (approvals, payments created, etc.) remain visible and attributed to their name.
Frequently Asked Questions
Can I change a member’s role after they join?
Yes. Admins and owners can change any member’s role at any time from the Team settings page. The change takes effect immediately.
What happens when I disable a member?
A disabled member cannot log in or access any workspace features. Their status changes to Disabled and they are effectively locked out. You can re-enable them later if needed.
Can one person belong to multiple workspaces?
Yes. A user can be a member of multiple workspaces, each with a different role. They switch between workspaces from their account menu.
How do advisor workspaces work?
Advisor workspaces let external advisors (like accountants or consultants) access specific companies within your workspace with limited permissions. Advisors see only the companies and features you grant them access to.
Is there an audit log of member actions?
Yes. TreasuryPath tracks which member performed key actions like creating payments, approving transactions, and changing settings. This information is visible in transaction details and activity logs.