Pool offers 4 different roles in a Pool:
Permission | Owner | Admin | Spender | Viewer |
Spend with a Pool Visa® Debit Card | ✓ | ✓ | ✓ | x |
Transfer money out of the Pool | ✓ | ✓ | ✓ | x |
Add money to the Pool | ✓ | ✓ | ✓ | x |
Invite members | ✓ | ✓ | x | x |
Assign or change member roles | ✓ | ✓ | x | x |
View account and routing numbers | ✓ | ✓ | ✓ | x |
View transactions | ✓ | ✓ | ✓ | ✓ |
View members | ✓ | ✓ | ✓ | ✓ |
Remove members other than the current Owner | Yes | Yes | No | No |
Archive a Pool | Yes | No | No | No |
The Owner is the member who created the Pool or received ownership through a transfer.
Removing the Owner: The current Owner must first transfer ownership to another member. The new Owner can then remove the former Owner.
A member who leaves or is removed loses access to the Pool, including its transaction history.