Cord supports role-based access control (RBAC) schemes to protect your company’s confidential information.
Inviting Your Team
- In your main dashboard, go to Settings > Members and Roles.
- Click on Invite Member.
- Enter their email and assign them a role.
- The person will receive an email to create their password and access the workspace.
Available Roles
- Administrator (Owner): Has unrestricted access. Can view bank balances, transfer money (Payouts), edit API keys, change billing, and delete the organization.
- Sales: Can only create, edit, and view customers and quotes. Cannot view the total account balance on the dashboard or export bank payout reports.
- Developer: Has full access to API keys and webhook configuration. Can issue invoices and read technical logs, but cannot add new administrators or view destination bank accounts.
- Accountant (Read-Only Finance): Ideal for external accounting firms. Can only export XML/PDF invoices and view payment reconciliations, but the creation of charges is blocked.