The Custom role gives Owners and Admins the flexibility to create a tailored permission set for a team member. Instead of granting full access (like Admin) or restricting to accounting only (like Bookkeeper), you pick exactly what the person needs.
How to assign a Custom role
When inviting a new member or editing an existing one, select Custom as the role. You'll then configure permissions across several groups.
Permission groups
Move money
Send money
Manage recipients
Initiate internal transfers
Initiate transfers to linked accounts
Request payments
Note: "Send money" and "Manage recipients" are linked — enabling one automatically enables the other.
Manage operations
Accounting
Manage cards and issue cards
Manage team members
Incard App Store
Other integrations
Access rewards page
Manage categories
Analytics access
Cashflow insights
Spend insights
Reports
Account access
Select which Incard accounts the member can view (with balances shown for reference)
Select which linked accounts the member can view
At least one account must be selected.
What Custom users can never do
Regardless of configuration, Custom role users cannot:
Edit roles or invite/remove team members
Manage security settings
Transfer ownership or close the company
Access Settings → Approvals, Policies, or Billing
Access the Team page
Editing a Custom role later
Owners and Admins can update a Custom user's permissions at any time. Go to Settings → Team, click on the member, then select "Edit" from the actions menu. All permission groups and account access are editable. Changes take effect immediately.