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What roles are available within company accounts, and what can each role do?
What roles are available within company accounts, and what can each role do?
Lovelyn avatar
Written by Lovelyn
Updated over 6 months ago

There are two primary roles that sit within Kernel company accounts: Authorisers and viewers.

Authorisers can access and transact on the account. The transaction permissions include:

  • Transferring money between the Kernel wallet and Smart Saver account,

  • Withdrawing money to the nominated business bank account, and;

  • Making investments on behalf of the account.

Viewers, on the other hand, have read-only access, allowing them to view account information but not make any changes or transactions.

How do I add or remove authorisers for my company's account?

To add or remove authorisers on an account, a director or an existing authoriser must send a request through to support@kernelwealth.co.nz.

This is a process that is completed by our Customer Success team and requires new authoriser completing our identity verification process. We will provide further context around next steps once requested.

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