You, as an admin, can assign individual permissions to each team member and grant access to individual sub-accounts. 

Your team members can perform these actions in sub-accounts:

  • View transactions and account balances
  • Categorize transactions
  • Prepare transfers
  • Send transfers

To give your team access, please log in to your Penta account and open your team member's user settings in the "Users and Cards" tab. There you can add permissions for each sub-account individually.

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