Team and roles

Team members are the people of your company who work in VRTrust. Owners are not team members. Invite owners from Owners, see Owners.

Roles

Every team member has one base role:

Task	Team Admin	Standard Member	Operations	Read Only
View and export data	Yes	Yes	Limited	Yes
Enter expenses and add vendors	Yes	Yes	Yes	No
Mark expenses as paid	Yes	Yes	Non-trust account only	No
Publish owner statements	Yes	Yes	Yes	No
Bank reconciliation and general ledger	Yes	Yes	No	View only
Financial reports	Yes	Yes	No	View and export
Settings and integrations	Yes	Yes	No	View only
Save owner or vendor ACH bank details	Yes	No	No	No
Send ACH payments	With ACH Payer	With ACH Payer	No	No
Invite members and change roles	Yes	No	No	No
Manage API keys and partner access	Yes	No	No	No

• Team Admin: the person who runs your VRTrust account.
• Standard Member: your bookkeeper or accountant.
• Operations: staff who enter expenses and prepare owner statements without access to banking or the general ledger.
• Read Only: an outside CPA or auditor.

ACH Payer is an add-on for Team Admin or Standard Member. It lets a person send ACH payments through Ramp. Nobody has it by default, Team Admins included. Keeping bank details and sending payments apart means no single person moves money alone.

Roles apply to the whole team. They cannot be limited to some bank accounts or listings.

Invite a team member

1. Go to Settings > Members and click Invite member.
2. Enter the email and choose the base role. Turn on ACH Payer if the person sends payments.
3. Submit.

The menu next to a pending invitation can resend it or copy its link.

Change or remove

Open the menu next to the member and select Edit roles, or remove the member. Only Team Admins can do this. The last Team Admin cannot be removed or downgraded. Make someone else Team Admin first.

Accounting partners

When an accounting partner manages your team, their staff appear as one Partner row. The partner manages its own staff. Settings > ACH payments has a setting that stops partner staff from sending payments for you. It is on by default.