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What are Holvi’s user roles and permissions?

What are Holvi’s user roles and permissions?

Managing access to your Holvi account is essential for both operational efficiency and security. By assigning the correct roles, you ensure that your team members, accountants, and partners have exactly the access they need - no more, no less.

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Quick overview

There are four distinct user roles in Holvi.

  • Creator (Account owner): Full control and legal ownership.
  • Admin: Full operational access, but cannot manage other users or company settings.
  • Editor: Can prepare payments and view data, but cannot approve money transfers.
  • Cardholder: Can only use their specific card and view their own receipts.

Click a role to learn more, or keep scrolling for detailed descriptions of all roles.

💡 About the creator 

The creator is the current legal administrator of the account - not necessarily the person who physically created the account.

If your company structure changes, this role must be promptly transferred to the new decision-maker.

Detailed role descriptions

Role Permissions & limitations

Who it’s for

Creator 
(Account owner)

Full access (1 per account)

  • Can perform all actions in Holvi.
  • Manages other users.

Important note:

Previous creator may be downgraded to admin or editor.

The decision maker

  • Usually the business owner, CEO, chairperson, or treasurer.

Admin

Operational access

Can perform any action in Holvi except:

  • ❌ Manage users & user rights
  • ❌ Close Holvi account
  • ❌ Open or close payment accounts
  • ❌ Apply for a credit card

Can be downgraded to editor or upgraded to creator.

Key staff

  • Staff needing full access for daily banking tasks.

Editor

Viewing access

Can perform most actions except:

  • ❌ Manage users & user rights
  • ❌ Close Holvi account
  • ❌ Open or close payment accounts
  • ❌ Apply for a credit card
  • ❌ Confirm outbound payments
  • ❌ Order new Holvi cards themselves (but can use Holvi cards)

Can be upgraded to admin or creator (after completing identity verification).

Bookkeepers, assistants, trainees

  • Accountants or staff who prepare data or view finances without bank transfer rights.

Cardholder

Limited access

  • Can make transactions with their specific company card.
  • Can view their own card transactions.

Cannot be upgraded to another role.

Employees & members

  • Those requiring a company card for expenses, without full financial access.

Changing or removing someone’s role

Only the creator can manage user roles.

How change or remove a role

  1. Log in at Holvi.com
  2. Go to Settings > Users
  3. Click the three dots to the right of the user’s name and choose your action.

💡 Keep in mind

How to invite new users to an account

Ready to add your team? You can invite admins, editors, and cardholders directly from your account settings.

Learn more: How do I invite new users to my account?

How to change the account creator

Because the Creator role involves legal ownership, it requires a specific verification process. The current Creator can be downgraded to an Admin or Editor after the transfer is complete.

  • Updated

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