Keep sensitive portals in a smaller circle.
Give authorized finance colleagues timely access to billing accounts with a group that reflects their responsibilities.
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Picture this.
The bookkeeper needs a payment portal code at month end, while only the account owner should change its setup key.
Set up the right access in three moves.
Start with the actual accounts and responsibilities involved. Adjust group membership as the work changes.
- 01
Create a dedicated finance code group.
- 02
Give colleagues Viewer access; reserve Editor and Admin for designated owners.
- 03
Review membership and account activity at the end of each cycle.
Keep the wider login in view.
Use the payment provider’s own approval controls and account permissions. A shared authenticator does not provide payment authorization.
Can finance access stay separate from operations?
Yes. Grant access by code group so each team sees only its assigned entries.
Make access easier to manage.
Start with Pro at $0 per month. Create a team or join one through an invitation.