Share access, without handing over the keys.
Your accountant needs to see the statements. Your finance team runs the day to day. Privacy permissions let you invite the people you trust with a role that limits what they can see and what they can do, while the profile stays yours.Invite the people you trust with a role that limits what they can see and do. The profile stays yours.sub-line derived, needs MLRO
DigiDoe is an Electronic Money Institution, not a bank. E-money is not protected by the FSCS.
The people around your money, each at the right distance.
Money like this is rarely managed by one person alone. Someone prepares the filings, someone reconciles the statements, someone reviews. None of them needs everything.
Your accountant or tax adviser
Balances and transaction history when they need them, without the ability to move money. No more exporting statements by hand every quarter.export claim unconfirmed
Your finance team or your assistant
A role scoped to the work they actually do, seeing and doing only what their responsibility covers.
An auditor or reviewer
Read-only access for the duration of the engagement. When it ends, so does the access, removed in one administrative step.removal step unconfirmed
Role names and permission sets are illustrative; specific capabilities are described within the platform.
Three steps to invite someone in.
Invite by email
Send an invitation from the platform to the person’s email address and choose their role at that point. They create their own credentials; you never share yours.
The role draws the line
Configure user roles and permissions according to your team’s responsibilities. Access to your transaction data is limited to the people with a reason to have it.
You stay in control
Only you manage who has access. Change a role when responsibilities change, and remove access the day an engagement ends.
Narrower access is safer access.heading derived, replaces an unapproved absolute claim
Seen on a need basis
Transaction records can contain personal data, yours and other people’s. Restricting who can view them is part of handling that data properly, not just a convenience.
Records the platform keepsheading derived, needs MLRO
Maintain accessible transaction and account-activity records through the DigiDoe platform.
Access that ends on time
People move on; access should too. Reviewing roles now and then, and removing them promptly, keeps yesterday’s arrangement from becoming today’s exposure.
