This article provides a comprehensive breakdown of what each role can do in your Lili account. Use this as a reference to understand the specific permissions for Owners, Admins, Managers, and the three accountant/bookkeeper roles: Viewer, Bookkeeper, and Bill Payer.
Quick summary of what each role can do
Use this as a high-level reference. Detailed action-by-action tables are provided below.
Company Employee Roles
| Key action / area | Owner | Admin | Manager |
| View account balance & transactions | ✓ |
✓ |
✓ |
| Move money (ACH, wires, bill pay, checks) | ✓ |
✓ |
May require approval |
| Use and manage cards | ✓ |
✗ |
✗ |
| Create/manage invoices & bills | ✓ |
✓ |
Limited |
| View/export reports & tax documents | ✓ |
✓ |
✓ |
| Manage Tax Bucket | ✓ |
✓ |
✗ |
| Change account settings & plan | ✓ |
Limited |
✗ |
| Invite or remove team members | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Key action / area | Viewer | Bookkeeper | Bill Payer |
| View account balance & transactions | ✓ |
✓ |
✓ |
| Move money (ACH, wires, bill pay, checks) | ✗ |
✗ |
Require approval |
| Use and manage cards | ✗ |
✗ |
✗ |
| Create/manage invoices & bills | ✗ |
✓ |
✓ |
| View/export reports & tax documents | ✓ |
✓ |
✓ |
| Manage Tax Bucket | ✗ |
✓ |
✓ |
| Change account settings & plan | ✗ |
✗ |
✗ |
| Invite or remove team members | ✗ |
✗ |
✗ |
For a full breakdown of every action by role, see the detailed permission tables below.
Detailed permissions by area
Move Money – Add
Company Employee Roles
| Action | Owner | Admin | Manager |
| ACH Transfer | ✓ |
✓ |
✗ |
| Domestic Wire Transfer | ✓ |
✓ |
✗ |
| International Wire Transfer | ✓ |
✓ |
✗ |
| Cash Deposit | ✓ |
✓ |
✗ |
| Check Deposit | ✓ |
✓ |
✗ |
| Transfer from linked account | ✓ |
✗ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| ACH Transfer | ✗ |
✗ |
✗ |
| Domestic Wire Transfer | ✗ |
✗ |
✗ |
| International Wire Transfer | ✗ |
✗ |
✗ |
| Cash Deposit | ✗ |
✗ |
✗ |
| Check Deposit | ✗ |
✗ |
✗ |
| Transfer from linked account | ✗ |
✗ |
✗ |
Move Money – Send
Company Employee Roles
| Action | Owner | Admin | Manager |
| Create / edit recipients | ✓ |
✓ |
✓ |
| ACH Transfer | ✓ |
✓ |
Requires approval |
| Domestic Wire Transfer | ✓ |
✓ |
Requires approval |
| International Wire Transfer | ✓ |
✓ |
Requires approval |
| Mail a check | ✓ |
✓ |
Requires approval |
| Pay a bill | ✓ |
✓ |
Requires approval |
| Transfer to linked account | ✓ |
✗ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| Create / edit recipients | ✗ |
✓ |
✓ |
| ACH Transfer | ✗ |
✗ |
Requires approval |
| Domestic Wire Transfer | ✗ |
✗ |
Requires approval |
| International Wire Transfer | ✗ |
✗ |
Requires approval |
| Mail a check | ✗ |
✗ |
Requires approval |
| Pay a bill | ✗ |
✗ |
Requires approval |
| Transfer to linked account | ✗ |
✗ |
✗ |
Dashboard
Company Employee Roles
| Action / Widget | Owner | Admin | Manager |
| Account balance | ✓ |
✓ |
✗ |
| Tax bucket widget | ✓ |
✓ |
✗ |
| Categorize / cash‑flow tiles | ✓ |
✓ |
✗ |
| Insights widgets | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Action / Widget | Viewer | Bookkeeper | Bill Payer |
| Account balance | ✓ |
✓ |
✓ |
| Tax bucket widget | View only |
✓ |
✓ |
| Categorize / cash‑flow tiles | ✗ |
✓ |
✓ |
| Insights widgets | ✓ |
✓ |
✓ |
Cards
Company Employee Roles
| Action | Owner | Admin | Manager |
| Use card | ✓ |
✗ |
✗ |
| Show card details | ✓ |
✗ |
✗ |
| Activate card | ✓ |
✗ |
✗ |
| Freeze card | ✓ |
✗ |
✗ |
| Order new card | ✓ |
✗ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| Use card | ✗ |
✗ |
✗ |
| Show card details | ✗ |
✗ |
✗ |
| Activate card | ✗ |
✗ |
✗ |
| Freeze card | ✗ |
✗ |
✗ |
| Order new card | ✗ |
✗ |
✗ |
Transactions
Company Employee Roles
| Action | Owner | Admin | Manager |
| Transactions list | ✓ |
✓ |
✓ |
| Transaction details | ✓ |
✓ |
✓ |
| Edit/approve category & match invoice | ✓ |
✓ |
✗ |
| Comment | ✓ |
✓ |
✓ |
| Attach receipt | ✓ |
✓ |
✓ |
| Sync external cards & accounts | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| Transactions list | ✓ |
✓ |
✓ |
| Transaction details | ✓ |
✓ |
✓ |
| Edit/approve category & match invoice | ✗ |
✓ |
✓ |
| Comment | ✗ |
✓ |
✓ |
| Attach receipt | ✗ |
✓ |
✓ |
| Sync external cards & accounts | ✗ |
✗ |
✗ |
Invoicing
Company Employee Roles
| Action | Owner | Admin | Manager |
| View invoicing | ✓ |
✓ |
✓ |
| Create invoice | ✓ |
✓ |
✓ |
| Save invoice as draft | ✓ |
✓ |
✓ |
| Manage clients | ✓ |
✓ |
✓ |
| Manage line items | ✓ |
✓ |
✓ |
| Invoice logo | ✓ |
✓ |
✗ |
| Invoice color | ✓ |
✓ |
✗ |
| Payment options | ✓ |
✓ |
✗ |
| Payment details | ✓ |
✓ |
✗ |
| Mark invoice as paid | ✓ |
✓ |
✗ |
| Share / Cancel / Duplicate / Delete invoice | ✓ |
✓ |
✓ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| View invoicing | ✓ |
✓ |
✓ |
| Create invoice | ✗ |
✓ |
✓ |
| Save invoice as draft | ✗ |
✓ |
✓ |
| Manage clients | View only |
✓ |
✓ |
| Manage line items | View only |
✓ |
✓ |
| Invoice logo | ✗ |
✓ |
✓ |
| Invoice color | ✗ |
✓ |
✓ |
| Payment options | ✗ |
✓ |
✓ |
| Payment details | ✗ |
✓ |
✓ |
| Mark invoice as paid | ✗ |
✓ |
✓ |
| Share / Cancel / Duplicate / Delete invoice | ✗ |
✓ |
✓ |
Bill Pay
Company Employee Roles
| Action | Owner | Admin | Manager |
| View bills | ✓ |
✓ |
✓ |
| Create / Upload bill | ✓ |
✓ |
✓ |
| Recipient | ✓ |
✓ |
✓ |
| Pay now | ✓ |
✓ |
Requires approval |
| Mark as paid | ✓ |
✓ |
✓ |
| Delete / Duplicate | ✓ |
✓ |
✓ |
| Preview | ✓ |
✓ |
✓ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| View bills | ✓ |
✓ |
✓ |
| Create / Upload bill | ✗ |
✓ |
✓ |
| Recipient | View only |
✓ |
✓ |
| Pay now | ✗ |
✗ |
Requires approval |
| Mark as paid | ✗ |
✓ |
✓ |
| Delete / Duplicate | ✗ |
✓ |
✓ |
| Preview | ✓ |
✓ |
✓ |
Reports and Statements
Company Employee Roles
| Action / Report type | Owner | Admin | Manager |
| Statements | ✓ |
✓ |
✗ |
| Bank letter | ✓ |
✓ |
✗ |
| Profit and loss | ✓ |
✓ |
✗ |
| Expense report | ✓ |
✓ |
✗ |
| Statement of cash flows | ✓ |
✓ |
✗ |
| Schedule C / 1120 / 1120‑S / 1065 | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Action / Report type | Viewer | Bookkeeper | Bill Payer |
| Statements | ✓ |
✓ |
✓ |
| Bank letter | ✓ |
✓ |
✓ |
| Profit and loss | ✓ |
✓ |
✓ |
| Expense report | ✓ |
✓ |
✓ |
| Statement of cash flows | ✓ |
✓ |
✓ |
| Schedule C / 1120 / 1120‑S / 1065 | ✓ |
✓ |
✓ |
Tax Bucket
Company Employee Roles
| Action | Owner | Admin | Manager |
| Set up | ✓ |
✓ |
✗ |
| Deposit | ✓ |
✓ |
✗ |
| Withdraw | ✓ |
✓ |
✗ |
| Auto‑save | ✓ |
✓ |
✗ |
| Modify percentage | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| Set up | ✗ |
✗ |
✗ |
| Deposit | ✗ |
✗ |
✗ |
| Withdraw | ✗ |
✗ |
✗ |
| Auto‑save | ✗ |
✗ |
✗ |
| Modify percentage | ✗ |
✗ |
✓ |
Account Settings & Other
Company Employee Roles
| Action | Owner | Admin | Manager |
| Personal details | ✓ |
View only |
View only |
| Business info | ✓ |
View only |
View only |
| Activate your physical card | ✓ |
✗ |
✗ |
| Invite team member | ✓ |
✓ |
✗ |
| Change plan | ✓ |
✓ |
✗ |
| Accountant AI | ✓ |
✓ |
✗ |
| Integrations and Offers | ✓ |
✓ |
✗ |
Accountant/Bookkeeper Roles
| Action | Viewer | Bookkeeper | Bill Payer |
| Personal details | View only |
View only |
View only |
| Business info | ✗ |
View only |
View only |
| Activate your physical card | ✗ |
✗ |
✗ |
| Invite team member | ✗ |
✗ |
✗ |
| Change plan | ✗ |
✗ |
✗ |
| Accountant AI | ✗ |
✗ |
✗ |
| Integrations and Offers | ✗ |
✗ |
✗ |
Related Articles
- What Roles and Permissions are available to use for granting someone access to my account?
- Can I give my accountant access to my Lili account?
- Can I add someone who is not a business owner to my Lili account?
- How can the primary account owner resend an invitation to an account owner or remove their access?
Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. Wire Transfer services are provided by Column Bank N.A., Member FDIC.