View and Accept Offer Permissions

The ability for a user to view or accept offers depends on the permissions they are given.

All Admins are automatically given permission to view and accept offers. For other team members, the permission to view or accept an offer from KLEAR is initially set to "off". Users can be given this ability through a slider in the permissions section without giving them the full suite of admin permissions. If you are an admin, here is how to do it:

1. Go to the Settings Page in the KLEAR Platform
2. Under "Team and Security", select "Team"
3. Navigate to the "permissions" icon for the associated team member
4. Scroll down towards the Treasury permissions, and toggle the "Offer and Acceptance" slider
5. Select the "View" option if you would like the user to be able to view but not accept offers on behalf of your organization. Select "Edit" if you would like them to be able to both view and accept offers.

Adjusting only this permission does not give the user access to payments or banking information.

If you'd like a more detailed summary of permissions, refer to this article.

If you'd like to understand the offer process, refer to this article.