There are two types of permissions related to payments accounts that can be managed for each team member:
Can Create Payment Requests – Allows this team member to create and send payment requests to any active patient connected to your team.
Can View Financials – Allows this team member to view all payments activity for the team, cancel or refund requests and view transfers and banking information.
Team members can be given one, both, or neither of these permissions by Team Admins based on the needs of your organization. By default, Team Admins have both permissions.