Team management lets the account owner control who has access to the Bancoli organization.
Only the account owner can access Team management. This means only owners can invite internal team members, remove team members, change user roles, or manage pending team invitations.
Who can access Team management?
Role | Can Access Team Management? |
|---|---|
Owner | Yes |
Manager | No |
Read-only user | No |
If a non-owner tries to open the Team management or Account Permissions page, the page will not be available.
What Managers can do
Managers can help operate the account, but they cannot manage the internal team.
Depending on the organization’s verification status and enabled features, Managers may be able to:
Area | Manager Access |
|---|---|
Account data | View and read account information |
External accounts | Add and manage external accounts |
Contacts and suppliers | Invite suppliers or contacts |
Invoices | Create, send, schedule, cancel, pay, and archive invoices |
Transfers | Send external transfers and currency-account transfers |
Files | Upload, update, and delete files |
Company information | Edit company information and legal-form-related details |
Crypto features | Use available crypto features |
Funds movement | Deposit, withdraw, or transfer where the organization’s verification status allows it |
What Managers cannot do
Managers cannot perform owner-only team or organization setup actions.
Action | Manager Access |
|---|---|
Add internal team members | Not allowed |
Remove internal team members | Not allowed |
Change another user’s role | Not allowed |
Cancel or resend internal team invites | Not allowed |
Access Team management or Account Permissions | Not allowed |
Submit owner-only verification steps | Not allowed |
Request or create new currency accounts | Not allowed |
Change core organization setup items | Not allowed |
Core organization setup items may include the business type, organization handle, waitlist status, or final verification review.
Manager verification requirements
Managers may need to complete identity, PEP, and security questions before they can use the account normally.
If a user’s role is upgraded to Manager, Bancoli may require or reset verification steps before the new permissions become available.
Team members vs. suppliers and contacts
Managers may invite suppliers or contacts for business workflows, but this is different from inviting internal team members.
Only the owner can invite or manage internal team members.