Documentation Index
Fetch the complete documentation index at: https://glide-9da73dea.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Business accounts support multi-user access with role-based permissions. Each teammate is invited per entity; their access doesn’t leak across entities they’re not on.
Role matrix
| Role | View balances | Issue cards | Initiate transfers | Approve transfers | Modify policy / team |
|---|
| Admin | Yes | Yes | Yes | Yes | Yes |
| Finance | Yes | Yes | Yes | Yes (under threshold) | No |
| Operator | Yes | No | Yes (under threshold) | No | No |
| Viewer | Yes | No | No | No | No |
Inviting a teammate
Open team settings
From the dashboard, Settings → Team → Invite teammate.
Pick the entity
Choose which entity the teammate gets access to. They can be invited to multiple entities, but each invite is separate.
Pick the role
Admin / Finance / Operator / Viewer. The role dictates what they can do once they accept.
Send the invite
They get an email with a link. They sign up (or sign in if they already have a Glide account), complete KYC if it’s their first business-account access, and the role takes effect.
Multi-approval thresholds
Set a threshold: any outbound transfer above $X requires approval from two team members. Defaults:
- <$10,000: single Operator or Finance approval.
- 10,000–100,000: Finance + one other Finance/Admin.
- >$100,000: Finance + Admin.
Override at Settings → Approvals. You can set per-entity thresholds and even per-currency thresholds (e.g., USDC sends require multi-approval at lower amounts than fiat wires).
Approval flow in practice
When a transfer requires multi-approval, the initiator drafts and submits the transfer. It enters a pending state in the audit feed. The required approver(s) get push notifications.
Each approver opens the transfer detail, reviews the amount, recipient, rail, and notes, then taps Approve with biometric. Once all required approvals are in, the transfer broadcasts.
Approvers can reject with a reason; the initiator gets the rejection in their feed and can revise + resubmit.
Removing a teammate
From Settings → Team → pick the teammate → Remove. Their access ends immediately. Any cards they had issued can be auto-frozen (default) or kept active (if you want to preserve recurring charges).
Audit history of the teammate’s actions stays in the feed; removing access doesn’t erase what they did.
Programmatic team access
For finance teams running automated reconciliation, Glide will publish read-only API access in Q4 2026. Until then, manual data export from the dashboard (CSV, PDF, JSON) covers most reconciliation workflows.
Just-in-time access
For one-off contractors or short engagements, invite as Viewer, escalate to Operator when needed, and remove access on the engagement’s end date. Calendar invites for end-date removal are on the roadmap; for now it’s a manual cleanup.
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