Set up your organization

Invite your team and assign roles

Roles separate duties. The person who accepts work is not the person who approves the release of funds.

• OwnerFull authority over the organization, including security policy and settlement accounts.
• AdministratorManages members, roles, integrations and organization settings. Cannot approve releases or refunds.
• Finance approverInitiates funding and approves releases and refunds. Separated from day to day transaction management.
• Transaction managerStructures transactions, signs agreements, reviews work and manages disputes.
• ContributorPerforms work on transactions: starts milestones, submits evidence and requests acceptance.
• AuditorRead only access to transactions, financial records, reports and the audit trail.