Conoce a Donna: El agente que razona sobre tus expedientes.

Finance teams need visibility — but not everyone should have access to everything. With Roles & Permissions, you get clarity, control, and structure in one place.

As teams grow, finance becomes collaborative — but most tools aren’t built for that. Shared logins, overexposed data, and unclear responsibilities lead to confusion and mistakes. Vectura’s new Roles & Permissions system solves this by letting you define who can see, do, and approve what — without breaking your workflow.

Why It Matters

When your company grows, so does the complexity of managing spend. Without structured access, you risk operational chaos. Budget owners can’t approve what they can’t see. Team leads don’t know how much they’re spending. And your finance team ends up playing detective — chasing receipts and trying to track down approvals across multiple tools.

Access control isn’t just a security feature — it’s foundational to how modern finance teams stay accountable and move quickly. By introducing clearly defined roles, Vectura helps teams operate with confidence, precision, and clarity. Whether you're a startup founder or a finance lead at a growing company, the ability to assign the right access to the right people at the right time can save hours — and prevent expensive mistakes.

Smart Defaults, Flexible Control

To make adoption simple, Vectura includes a set of thoughtfully designed default roles: Finance Lead, Budget Owner, Approver, and Viewer. These match common patterns we’ve seen across hundreds of teams. But we know every organization is different — so you can also customize roles to match your unique structure.

You might want your marketing lead to view their campaign budget but not edit it. Or allow a department head to approve expenses but not generate company-wide reports. With granular permissions for budgets, approvals, categories, and reports, you’re in control.

This flexibility is what makes Roles & Permissions so powerful. It adapts to your workflow, not the other way around. Whether you’re managing five people or five hundred, the structure scales with you.

Built for How Teams Actually Work

We’ve spoken to dozens of teams who all said the same thing: they need structure, but without the red tape. Roles & Permissions is built for real-world collaboration — where teams move quickly, budgets shift often, and clarity is everything.

This isn’t about limiting access — it’s about enabling better collaboration. With the right people seeing the right data at the right time, teams can:

• Track spend more accurately

• Approve faster

• Reduce internal friction

The result? Teams can move faster without sacrificing control. And finance teams can stop micromanaging access and start focusing on higher-impact work.

Getting Started

Roles & Permissions is available today for all Vectura users. You can find it in Settings → Team, where you’ll be able to assign default roles or create custom ones based on your company’s needs.

We’ve designed the setup to be intuitive, with built-in guides and suggestions to help you get started quickly. And if you’re unsure how to organize your roles or permissions, our team is always here to help.