Your organization may now assign different permissions based on customized roles in Pay Admin. These roles and permissions can limit the availability of certain features.

The instructions vary depending on whether or not your organization has Roles & Permissions enabled in Pay Admin settings.

Via the Roles & Permissions tab

*For organizations that have Roles & Permissions enabled.

1. Click on Settings.
2. Select Roles & Permissions.
3. Click on Create Role in the upper-right corner.
4. Name Role.
5. Select permissions by toggling the button on.
6. Click Create.

Via the Your Company tab

*For organizations that do not have Roles & Permissions enabled.

1. Click on Settings.
2. In the Your Company tab, click on Invite Admin.
3. Enter the email address that belongs to whom you would like to add.
4. Click on Invite Pay Admin.

Important to Note:

If your organization does not have Roles & Permissions enabled and is interested in learning more about this feature, please reach out to your account manager or submit a request to our Admin Support team. We'd be happy to help!

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• Who do I contact for help?

Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.