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Understand what each permission enables, using this glossary. These permissions can be customized for user groups, except for Account Owner or Administrator user groups. Credit The Credit section refers to all permissions associated with Credit settings. Permission Name Permission "On" Definition Request credit terms change User can request credit terms change. Cards Personal card management The personal card management section refers to the handling of own cards and card transactions — in other words, only the cards that are under the user's name. Within this section, the user can perform the following actions depending on the permissions granted. Permission Name Permission "On" Definition View own cards View own card transactions User can view transactions only from their own cards. Code Accounting Attributes Manage own cards User has access to view card settings. The "Manage own card permissions" permission dictates whether they can edit these settings or not. Manage own card permissions User can edit own card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates). Issue own physical cards User can create their own physical card. Issue own virtual cards User can create their own virtual card. Lock own cards User can lock their own cards. Unlock own cards User can unlock their own cards. Delete own cards User can cancel their own cards. Share Card Details User can share their virtual card details with any email address via card settings feature. Team card management Team card management refers to a set of permissions where the user can see and manage other team member's cards. Enabling these permissions is targeted for users who are in charge of creating and managing cards across an organization, similar to an Account Owner or Administrator. Permission Name Permission "On" Definition View team cards User can view all cards. User can access Team cards tab. View cards User can view "Overview" and "My Cards" tabs. Cannot see team cards. Manage team cards User can edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates). Manage cards User can see but not edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates). Manage team card permissions User can edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates). Manage card permissions User can see but not edit team card settings (Nickname, Department, Limit, Receipt Upload Notifications, Selected Merchants/Categories, Card Usage Dates). Issue team physical cards User can create physical cards for other team members. Issue physical cards User can create physical cards for other team members. Issue team virtual cards User can create virtual cards for other team members. Issue virtual cards User can create virtual cards for other team members. Lock team cards User can lock team cards. Lock cards User can lock team cards. Unlock team card User can unlock team cards. Unlock cards User can unlock cards. Delete team cards User can delete team cards. Delete cards User can delete cards. View team card transactions User can view team card transactions. View card transactions User can view team card transactions. Manage automatic credit repayment settings User can set up and edit automatic credit repayments. User needs to have permission to access security settings first, by toggling "Manage Security Settings" on. Banking Personal banking management The personal banking section refers to banking transfers associated with one specific user. Under this tab, allow individual users to view their banking transfers and manage attached files and notes associated with each. Note that this level of permissions does not give the user visibility into the organization's full list of transactions. Permission Name Permission "On" Definition View own transactions User can only see own banking transactions. Manage own attached files User can manage attachment files associated with own banking transactions. Manage own user notes User can add/edit notes associated with own banking transactions. Team banking management This section refers to banking transfers associated with your organization. Under this tab, enable users to view all of the banking transfers and manage attached files and notes associated with each. Note that this level of permissions gives users visibility into your organization's full list of transfers. Permission Name Permission "On" Definition View team transactions User can view team banking transactions. Manage attached files User can manage team banking transactions' attached files. Manage team attached files User can manage team banking transactions' attached files. Manage user notes User can add and edit team banking transactions' notes. Manage team user notes User can add and edit team banking transactions' notes. Transfers and Accounts This section refers to banking transfers associated with your organization. Under this tab, enable users to create and manage transfers, as well as accounts. Note that this level of permissions gives users full access to your organization's bank accounts and transfers. Permission Name Permission "On" Definition Create transfers User can create new banking transfers. Manage recurring transfers User can add and edit recurring banking transfers. Manage team recurring transfers User can add and edit recurring banking transfers. Update transfer User can edit (labels, departments) banking transfers. Update team transfer User can edit (labels, departments) banking transfers. Delete transfers User can cancel scheduled transfers. Redeem rewards User can transfer rewards from rewards account. Manage multiline transactions User can manage split transactions. View accounts User can view all accounts. View clearing account User can view DACA accounts. Manage accounts User can manage bank account settings. Create DACA account transfers User can create new banking transfers from the DACA account. Expense management The expense management section refers to all permissions associated with the Expense Management product. Permission Name Permission "On" Definition Can view expenses User can view all expenses. Can view department expenses User can view all expenses associated with a department. Can approve department expenses User can approve expenses associated with a department. Can approve expenses User can approve team expenses. Can reject expenses User can reject team expenses. Can reject department expenses User can reject team department expenses. Can be approver User can be selected as the approver of expenses. Can Edit Expense Policy User can edit expenses policies of the company. Can configure expenses User can set up expenses of the company. Can Disburse Reimbursements User can disburse reimbursements. Rho Treasury The Rho Treasury section refers to all permissions associated with the Rho Treasury product. Permission Name Permission "On" Definition View treasury User can view Rho Treasury overview, balances, positions, activity, transfers, linked accounts, and statements. This is a parent permission to "Manage treasury." Manage treasury User can manage Rho Treasury transfers, and linked accounts. Vendors The vendors section refers to all permissions associated with creating and managing vendors across your organization. Permission Name Permission "On" Definition Create Vendors User can add new vendors. This permission does not control the user's ability to add a payment type for vendors. Manage Vendors User can add and edit payment types. Delete Vendors User can can delete vendor. View Vendors User can view all vendors, vendor addresses, and payment types (ACH, Wire, Check). View Full Vendor Routing and Account Number User can view the routing number associated with each vendor payment type. The account and routing number will be masked if this permission is not enabled View Vendor Payment history User can view payment history associated with all vendors. Departments The departments section refers to all permissions associated with creating and managing departments. The section is divided into personal department management and team department management, with the latter having a wider range of permissions. Personal department overview Permission Name Permission "On" Definition View own departments User can view departments created by the user. Team department overview Permission Name Permission "On" Definition View team departments User can view all team departments. View departments balances User can view all departments' balances. Download CSV data User can download CSV data associated with own departments. Download team CSV data User can download CSV data associated with team departments. Department management Permission name Permission "On" Definition Manage labels User can edit and manage labels. Create departments User can create new departments. Update departments User can update existing departments. Delete departments User can delete departments. View attributes User can view attributes. Manage attributes User can create new attributes (new types), and add/remove them to and from cards. Manage attribute values User can create/update/delete the actual values for any custom attribute (type). Bill Pay The Bill Pay section refers to all permissions associated with viewing and managing the Bill Pay product. Permission Name Permission "On" Definition View Accounts Payable report User can view Bill Pay report ($ amount of bills outstanding, number of open bills, approvals needed, scheduled payments, recently paid.) View bills User can view all bills. Manage bills User can manage all bills. View Bulk Payments User can view but not create bulk payments.. Create Bulk Payments User can create and edit bulk payments. Security The Security section refers to all permissions associated with managing visibility and security across your organization. Security Permission‍ Permission "On" Definition View Team Users User can view all users (Name, email, phone number, group, departments.) View UBO User can view all sections in the Account tab within Organization Settings except Linked Account information. Manage security settings User can edit all security settings (2FA for transactions and cards, merchant restrictions, external transfers, expense approvals, automatic card payments.) Authorize integrations User can manage accounting integrations. View integrations User can view all accounting integrations. Manage Users User can add and edit users. View Groups User can view groups. Update Groups User can update groups. Manage client level restrictions User can manage groups and permissions. Manage External Banking Connections User can manage Plaid Direct Service. Accept Deposit Agreement Accept Check Deposit Terms Of Service Can upload document files

Rho uses two-factor authentication every time you log in, send a transaction or create a new Rho card! Please make sure to properly configure your 2FA preferences. How to Set Up 2FA: Verify Your Phone Number: Ensure the phone number associated with your account is accurate. To view the number on your account, Click on your name in the top right corner of your screen and select User Settings from the dropdown menu. If you need to change your phone number, please email the Rho team at clientservice@rho.co. Choose Your 2FA Method: Once your phone number is accurate, you can choose your Two Factor Authentication Settings by scrolling down to that section. You can choose from the following methods: Google Authenticator - recommended (download from your App Store on your mobile device) Authy Authentication - recommended (download from your App Store on your mobile device) SMS - Note: This is the least secure method; using an app is highly encouraged. Enable 2FA for Sending Transactions & Creating Cards: We encourage you to enable 2FA for Sending Transactions & Creating Cards across all users! You can find detailed instructions for how to enable these functions here . These are easily configured from your Settings Tab, if you navigate to the Security section. Update your 2FA Method: Click your user icon in the top right corner and select User Settings . From there, scroll down to the Two-Factor Authentication section. Your current 2FA method will show as Connected . To switch to a different 2FA method, you’ll need to first complete verification using your existing method before making any changes. For more information about safety and security at Rho, please read our Terms of Service.

You can now require two-factor authentication for all account users when they send transfers or create a Rho card. To configure your payment security controls to safeguard payments from leaving without proper authorization, please enable your two-factor authentication in the settings page: Ensure that two-factor authentication is set up for your account by following these instructions. Click on the Settings tab in the navigation bar. Click on Two-Factor Authentication, within the Security section. In the 2FAPolicies section, you can configure your payment security controls to require two-factor authentication: For all transactions For issuing cards for Physical cards activation You can configure your payment settings to require approval for transactions created by your team members by navigating to Settings > Payment Approvals. Note : To further enhance security, changing the 2FA Policy settings now requires two-factor authentication. Users must complete 2FA verification in order to update the 2FA Policy configuration page.

Admins and Account Owners are now able to turn on Google Single Sign-On (SSO) for their organization. When Google SSO is enabled, users within your email domain can log into Rho using their Google accounts, rather than a password. Enable SSO for your Organization To enable SSO, in your Rho dashboard, navigate to Settings from the Toolbar on the left-hand side of the screen. Once in Settings, select the Manage Single Sign-On section and scroll down to Enforce single sign-on . From here, click the black Require Google SSO button. In the pop-up window, click Continue to proceed with set-up and log-in to your Google account. This will lead you to a Google page, where you will choose a listed account to sign in with, or add an existing account. Upon successful activation of SSO, the login process becomes streamlined—you no longer need to input your email upfront and can immediately select the "Sign in with Google" option. If a user selects SSO but the organization hasn't enabled it, a clear warning message will inform that SSO is not available for the organization.

You can view your profile and settings by logging into the Rho dashboard and clicking your name in the top right corner. In your user profile, you can view: Email Phone Number Assigned User Role/Access Level Monthly Spend Limit Across All Cards If You Are The Account's Designated Approver Or Not Departments You Have Been Assigned to When Your User Profile Was Created You can view all transaction on the right side of the page, as well as any Rho cards under your name. To view transactions or account activity, click the View All button under the graph. You can sort transactions by Dates, Departments, Status and more.

You can now sync with your HR system to easily import users into Rho, eliminating the need for manual entry and invites. How does it work? Rho connects to your HR system and pulls a list of employees. You can select employees you wish to invite to Rho or invite them all Employee information (department, location, role, managers and more) is mapped to the Rho User Management tab once you click Invite. You can sync HR changes to Rho every 24 hours to ensure your user base stays up to date. Currently, syncs are triggered in-app. HR changes we sync to Rho: User profile details (name, email, phone) Manager Assignment (direct approvers) Employees recently hired or joined Employees terminated or no longer active Supported Providers We support over fifty HR system providers, including: Bamboo HR, Freshteam, Hibob, HR Cloud, HR Partner, Hummans.io, Lano, Namely, Nmbrs, Paychex Flex, Paylocity, Personio, Proliant, Sage HR, SAP Success Factors, Sapling, Square Payroll, Tri Net, UKG Pro, UKG Ready and more. To see a full list of supported providers, click here . Setup To get started, navigate to the Integrations tab in your Rho dashboard, or in your Users tab, click Connect HR System . Note : The user performing the integration must have administrator permissions both in Rho and in your HRIS system. Learn more about setting up user permissions in Rho here . Search for and select your HR system from the list of 50+ available integrations. Once your HR system is integrated, you can sync new changes to Rho any time. Once you select your system, sign in via OAuth or API key. A pop-up modal will show exactly which data will be read and parsed by the API. Note that this information differs by integration. You can view the exact fields being read via API before connecting. We pull the following information from your HR System for each employee: Name, Email, and Phone Number Role Direct Manager (if manager on HRIS is either already on Rho or invited through the same bulk invite) Department Location Employment status Start Date - Termination date (to flag when an employee has been terminated) Employee ID Company Name Note: Rho does not extract any compensation information. Once you have given your consent for Rho to access this data and click Continue , the sync will begin. You'll be taken to an intermediary screen while Rho syncs with your HR system. When the sync has completed, you'll land on the Review and Import Users screen. Invite your users On the Review and Import Users screen, you can select specific users to import, or opt to import all. Users with incomplete information will not be imported into Rho. To fix missing user information, please update in your HR system, then sync with Rho again to bring in the users with updated information. Individually or bulk select your desired users from the Review page using the checkboxes next to each name, then click + Accept All Changes. Confirm your invites in the pop-up window by clicking Invite Users. This will prompt the syncing of the system and bring users into Rho. New users will receive an email inviting them to join Rho and when the sync has been completed, youll be prompted to the User Management tab in Rho, where you can view or edit all users. Sync Updates To keep Rho up to date with your latest employee changes, you can manually sync with your HR system every 24 hours. To do so, navigate to the User Management tab. In the Users sub-tab, click the Sync with {HR System} button in the top right of the screen. This will force a sync and bring you to a page where you can review, select, and then import new users. Select by clicking the checkboxes next to users names and finalize your changes by clicking + Accept Selected Changes. Newly synced users will be visible in the User Management tab. Disconnect from an Integration You can disconnect your HR integration at any time by navigating to the Integrations tab > HR Integrations and clicking Disconnect . You can reconnect at any time or choose a new provider to integrate with. Note: Rho supports connecting one HR integration at a time. Disconnect your existing integration before connecting a new one. Data Safety and Usage We connect to your HRIS by pulling fields such as Name, Phone, Email, Manager, Employment Status, into our system so that Rho can create and you can manage users under your account. Rho never modifies any data or information in your HRIS. We are fully SOC Type 2 compliant and are audited every year by a third-party using the SOC 2 framework. This framework tests an organizations control and management of customer data, relevant to security, availability, processing, integrity, confidentiality or privacy. SOC 2 reports help the organization in question, as well as regulators, partners, customers, vendors, and other stakeholders, achieve more confidence in the integrity of security, operations, and management of customer data. For more information, please refer to Rhos Privacy Policy .

All Rho users can customize Rho's email and text (SMS) notification preferences. This functionality allows everyone in your organization to choose which notifications they wish to receive. Avoid being inundated with notifications and subscribe to specific updates you don't want to miss. Please note: The suite of available notifications varies by user type (Employees, Bookkeepers, Admins, etc.). To update your notifications: To update your notifications, log into your Rho account by going to app.rho.co , navigate to the top right, click on your name, and click on "User Settings." Then, click on the Notification tab. If you are associated with more than one Rho business account, you will be able to select the business name from the drop-down on the Notification tab. Notifications for Employees: All employees are able to customize the alerts below. Please note that receiving email alerts about "Email Verification" and "Password Reset" is required. Receiving text (SMS) notifications about certain updates is not yet supported (if this is the case, those options will be greyed out). Notifications for Administrators and Account Owners: As an Administrator or Account Owner, you will have enhanced visibility and optionality for notifications. In addition to core updates on Cards, Expenses, and Security, you will have the option to receive alerts about Banking, Payments, Accounts Payable, Credit, and Expenses. You can see the full list of notifications below. Please note that receiving email alerts about "Email Verification" and "Password Reset" is required. Receiving text (SMS) notifications about certain updates is not yet supported (if this is the case, those options will be greyed out). Notes: You can view your role in the organization by logging into your Rho Account and finding your designation in the top right corner, below your name. If you choose to sign up for text (SMS) notifications, they will automatically be sent to your phone number associated with your account. To receive those notifications, the listed phone number needs to be able to receive text messages.

User limits are a recurring monthly limit assigned to a user. This limits how much the user can spend across their Rho Cards. This can be adjusted at any time. If not enabled, the users total spending ability will be determined by limits assigned to their Rho Cards . User limits can be assigned and edited in the Users tab, as well as from the card creation & editing workflows. How to set a User Limit To set a monthly User Limit for an existing user: Navigate to Users Tab Select the user Click Edit Add or change User Limit You will also be able to set a User Limit when creating a new user. The Rho Card with Daily Terms Note: Card spending is based on the available balance in your Rho Checking account. While user and card limits control how much a card can spend, transactions will only be successful if there are sufficient funds available in Checking. Changing a user or card limit does not increase your available balance. The Rho Card with Monthly Terms Note: Card spending is based on your overall account credit limit. While you can adjust individual card limits, transactions will only be successful if sufficient credit is available within your total credit limit. Changing a card or user limit does not increase your total available credit.

To reset a Rho password, team members can send an email request to clientservice@rho.co , or admin and account owners can directly reset the password for team members. As an admin or account owner, directly reset a team member's password, by doing the following: 1. From the Users tab, click on the team member that you would like to reset the password for. 2. Click Reset Password: 3. Next, click Continue to send an email with password reset instructions to your team member. The password reset will require 2FA validation to continue. You can retrieve and enter your code based on your setup (i.e., SMS, Google Authenticator, Authy, etc.). Finally, you'll receive an email confirming that you've successfully initiated a password reset for your team member. Your team member will receive an email with instructions to reset their password. NOTE: The Rho mobile app does not support the password reset flow. Please note that you will need to set up a new password through the Rho web platform.

With Rho, you can easily set your security preferences for controlling and approving money movement. This means that you can designate specific Team Members to authorize payments, define how many members need to approve a transaction before it goes out, and specify transaction amounts that require approval. You can configure your approval policy in the Settings section, if you navigate to the Payment Security > Payment Approvals. How to set up approvals To assign multiple levels of approval for different transaction amounts, you can create approval settings based on dollar thresholds. This allows you to require approvals for certain amounts, ensuring that transactions over specified values receive the necessary oversight. Start by setting an Approval Threshold , which means any transaction initiated over the specified amount will require approval. Approvals are based on dollar amounts. Next, select the number of users who need to approve a transfer before it's sent, and designate which users are Approvers . For example, you can require one approver for all transactions over $50, and two approvers for all transactions over $100. By creating multiple levels of approval for different transaction amounts, you can customize the approval process to fit your business needs. Once the transactions are initiated to be released, the Designated Approvers will receive emails to approve each transaction prior to the release of funds. For more information about which roles have the ability to create transactions, see Roles & Permissions .

If you ever notice suspicious account or card activity, our Client Service team is available 24/7 to help. Reach us at 855-7-GETRHO (855-743-8746) or send an email to clientservice@rho.co. We also proactively monitor your account and send alerts when something looks unusual, so you are never on your own when it comes to security. Alerts You May Receive: Unrecognized card transaction Suspicious login or new user alert Unrecognized card transaction attempt alert You may receive alerts about card activity that our security engine has flagged as unusual. These notifications will prompt you to confirm whether you recognize the activity. If you select 'Yes, Unblock the merchant' , the transaction will proceed as normal. If you select 'No, Cancel the Card' , the affected card will be automatically canceled , and a new card will be issued. If you did not receive an alert but notice a transaction you do not recognize—or you are simply unsure about a charge—you can contact our team to review it together. Be prepared to share the last four digits of the affected card and the transaction ID (if available). This information helps us investigate the activity and guide you on possible dispute options . Suspicious login or new user alert If a new login is detected on your account or if a new user is added, you may receive an alert about this activity. These notifications are designed to help you quickly flag if the login or user addition is unexpected. If the alert is unfamiliar , please contact our Client Service Team immediately to report suspicious activity. If you do not receive a notification but believe someone may have accessed your account improperly, please contact our team with details (for example, time of day, IP/location concerns, or unexpected behavior in the account).

We know every Rho customer is unique and has different business needs which impact how their employees interact with the Rho platform. For this reason, our user management feature equips Account Owners and Administrators with full control over how your users interact with the platform and what they can access. To manage or edit user access, first log in to your Rho Dashboard. Once logged in to your Rho dashboard, select the Users tab in the left navigation menu. Under Users , you will see two tabs: Users and Roles . This article is split into two sections accordingly: managing Individual Users and managing Roles. Managing Individual Users In the Users tab, admins can create, manage, and view all user profiles of their organization for streamlined administration and updates. Add a New User To add a new user, navigate to Users . In the Users tab, click the Add User button in the top right corner of the dashboard. The drop-down will prompt you to either Add User or Add from CSV. To add a User , fill in the details in the pop-up form and save and submit your changes by clicking Invite User. To Import Users , upload a CSV file with the information of one or more users. Please refer to our template CSV file to ensure the correct format for importing. Form Fields: First Name: Specify the user's first name. Last Name: Specify the user's last name. Email Address: Specify the user's email address. When the profile is created, the Rho application sends an email message to the user inviting them to the Rho application. Phone Number: Specify the user's phone number. Note : Phone number is not required when adding a new user. However, users must have a phone number on file to activate cards under their name, as well as for the mandatory 2FA . User Roles: Click the drop-down list and select the desired role for the user in the Rho application. For more information about User Roles, see our Roles Tab under Users. Monthly User Spending Limit: Enter the amount of money the user can spend in a calendar month. Edit a User Profile To edit an individual users information, navigate to Users > Users . In this tab, you will see a list of all users. Select the desired user by clicking their name, which opens a new window with their information and details. Under their name, click the Edit button. In the pop-up form, make your desired changes, then save and submit them by clicking Save . Delete a User To delete an individual user, navigate to Users > Users . In this tab, you will see a list of all users. Select the desired user by clicking their name, which opens a new window with their information and details. Under their name, click the Edit button. At the bottom, click the red Delete User button on the form. This prompts a final pop-up confirming the deletion. Please note deletions are permanent and irreversible. Managing Roles Similar to the Users tab, the Roles tab allows you to view and manage all of your user groups in one place. In this tab, you can: View details for each user role and users who belong to each role. You may also search for and directly add or remove users from groups here. View and edit default user roles, which Rho has pre-designed to address common client user roles and their likely access level needed. Create and define new, customizable user roles based on specific control preferences and your organizations needs. Default User Roles Rho has six pre-set user roles, which are available to use as defaults. These are Account Owner, Administrator, Department Owner, Employee, Bookkeeper, and Investor. Each user group has a unique package of permissions and pre-set controls to minimize set-up time. See below for the six default user groups and their descriptions: User group‍ Description Account Owner This role should be assigned to the owner of the account at Rho, typically the CEO or CFO of a company. Account Owners have full access to the dashboard as far as creating and using Team Cards, creating wires/ACHs, viewing account balances, creating and viewing Departments, accepting legal agreements, and adding new Team Members. This role, along with the Administrator, will have the default ability to accept any legal agreements on behalf of the client. Administrator The Admin role in Rho is designed for individuals who require comprehensive access and control over the Rho dashboard, often assigned to a member of the company's executive or leadership team, such as the Director of Finance or CFO. Admins have full access to the dashboard, including the ability to create and use Team Cards, initiate wires/ACHs, view account balances, create and view departments, accept legal agreements, and add new team members. This role, alongside the Account Owner, possesses the default ability to accept any legal agreements on behalf of the client. Overall, the Admin role is a high-level access role that allows for managing and overseeing the company's financial operations within Rho. Department Owner This role should be assigned to the manager of a team of employees but not an Administrator. Each Budget owner has the ability to view and manage Departments that they are added to, and any team cards that are also added to that Departments. Here is more information about creating Departments. Department Owners can not create bills. Employee This role should be assigned to any employee who should be given limited permissions. They are unable to view account balances or Vendor history. Bookkeeper This role should be assigned to the company’s accountant and is a ‘view all’ role with limited action permissions. Bookkeepers can view all balances and transactions but require approvals to send them. Investor This role should be assigned to investors who need to review account finances directly. This role is predominantly 'view only’, however, investors can create transactions in the banking tab. Edit Permissions of Default User Roles While the Default User Roles have pre-set permissions, further customizations may be made to the Department Owner, Employee, Bookkeeper, or Investor groups. Note that the Account Owner or Administrator is not editable. In the Users > Roles tab, from the list on the left hand of the screen, click on the Role that you would like to make changes to. This will open a side window with your selected Role's details. Here, you can select the permissions you want to be enabled and click on the Save button. For an in-depth glossary of permission definitions, please reference our User Permissions Glossary . Create New User Role If you dont want to use a pre-configured User Role, you can create a new group in the Roles tab. Navigate to the Users > Roles tab. In the upper right corner, click the Create Role button. This will open a side window, where you will name your new Role and customize the controls and permissions. In the Permissions section, all permissions will be set to Off status as default. Checkmark the toggle to the On status to enable your users within this role to use the desired functionality. For an in-depth glossary of permission definitions, please reference our User Permissions Glossary . Finalize the creation of your new Role and submit your changes by clicking the Save button. Duplicate User Roles Existing User Roles (with the exception of Account Owner and Administrator) may be duplicated for your convenience. This includes customer Roles you have created, as well as most Default Roles. First, navigate to the Users > Roles tab. Once in this tab, select the Role that you would like to duplicate from the list of existing Roles on the left hand of the screen. This will open a side window with your selected Role's details. Click on the three dots at the top left corner, and select Duplicate Group from the drop-down. This will pre-populate a new Role with the original Roles permissions checkmarked to the respective On or Off statuses. The last step is to name your new role and add a description. To finalize the creation of this new role, click the Save button to save and submit your changes. Delete User Roles First, navigate to the Users > Roles tab. Once in this tab, select the Role you want to delete from the list of existing Roles. This will open a side window with your selectedRoles details. At the bottom of the side window click on the Delete button . This will prompt a pop-up asking to confirm the deletion. Click the red Confirm Deletion button to complete the action. Note that once a Group is deleted, it cannot be restored.

Rho offers a streamlined way to manage your team more efficiently by allowing you to bulk assign departments and managers to multiple users from the Users page. This feature enhances the flexibility and efficiency of managing user roles and budget allocations within your organization. Below are the steps to utilize these features effectively. Bulk Assigning Users to a Department Log in to your Rho Dashboard and navigate to the Users page. Select the users you wish to assign to a department by clicking on their names. You can select multiple users at once. After selecting the users, the 'Assign Department' option will appear. Click on it. A list of available departments will be displayed. Select the department you wish to assign the users to. Confirm your selection to complete the process. This feature is only accessible to users with the 'Manage Users' and 'View Own/Team Department' permissions. Bulk Assigning Managers to Users Navigate to the Users page on your Rho Dashboard. Select the users for whom you want to assign a manager. Click on the 'Assign Manager' option that appears after selection. Choose the manager you wish to assign to the selected users. Confirm your selection to finalize the assignment. Only users with the 'Manage Users' permission can perform this action. By utilizing these features, you can significantly reduce the time and effort required to manage user assignments within your organization, ensuring that everyone has the appropriate access and oversight needed for their roles.

To remove a team member from being able to access the Rho application, click the user's profile on the User Management page. On the left side of the screen click on the Edit button and then click on the Delete User button in the lower-left corner of the window. For more about the User Management page, see Understanding the User Management page .

Cashback from Rho is not considered taxable and we do not issue 1099s for cash back. We, of course, encourage our clients to consult their own tax adviser if they have any questions or concerns.