Viewing activity
Permissions | Admin | User Admin | Checker | Maker | Viewer |
View account positions | ✓ | ✓ | ✓ | ✓ | ✓ |
View bank transactions | ✓ | ✓ | ✓ | ✓ | ✓ |
View brokerage trades | ✓ | ✓ | ✓ | ✓ | ✓ |
View monthly statements | ✓ | ✓ | ✓ | ✓ | ✓ |
View tax documents | ✓ | ✓ | ✓ | ✓ | ✓ |
Moving funds
Permissions | Admin | User Admin | Checker | Maker | Viewer |
View wire instructions | ✓ | ✓ | ✓ | ✓ |
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View account number | ✓ | ✓ | ✓ | ✓ |
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Add wire recipients | ✓ | ✓ | ✓ | ✓ |
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Requests wire transfers | ✓ |
| ✓ | ✓ |
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Approve wire transfers | ✓ |
| ✓ |
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Managing team members
Permissions | Admin | User Admin | Checker | Maker | Viewer |
Invite team members | ✓ | ✓ |
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View team members | ✓ | ✓ | ✓ | ✓ | ✓ |
Deactivate team members | ✓ | ✓ |
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Edit assigned roles for team members | ✓ | ✓ |
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