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  1. What are the account roles and permissions on the Equals ... - Equals Money

    Nov 25, 2025 · Anyone with an account can have any of the following roles: Primary owner. Your company account must always have an active Primary owner. Only one person within your …

  2. Equals Money UK Limited - Open Banking

    Equals Money is the Group’s B2B brand, offering a portfolio of flexible payment solutions with access to open banking to facilitate quick and easy global payment journeys for clients via …

  3. Adding people and setting roles - FAQ | Equals Money

    Once you have selected a role, you will be able to choose whether or not an invitation is sent out to them immediately. In most cases, you can simply invite your staff as soon as you add their …

  4. About role types - Equals Money API Documentation

    The Equals Money API currently supports the following roles: Owner, Admin, Payer, Viewer, Accountant, and User. An Owner is someone who needs to be able to do everything, including …

  5. FAQs - Equals Money

    Find the answers to the most frequently asked questions we receive at Equals Money and get help from our team of in-house experts.

  6. What are balance roles? - FAQ | Equals Money

    May 22, 2025 · Each person assigned to a Balance must be associated with a specific balance role, which outlines their permissible actions and access within that designated Balance.

  7. Equals Money

    View feature and step-by-step guides for integrating with the Equals Money API. View in-depth technical documentation for integrating with the Equals Money API.

  8. Getting started with your account - Walkthrough | Equals Money

    On this page you can: The ‘People’ page gives you an overview and control over contacts on your account. We have mobile apps for Android and iOS, allowing you to manage your money on …

  9. Create a person

    Before you create a person, you'll want to decide which role to give them. Their determines their permissions, i.e., what information they can see and which actions they can perform.

  10. EQUALS MONEY UK LIMITED - Companies House

    EQUALS MONEY UK LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business …