You can choose between 'General User', 'Admin', and 'Onboard (addy Team Member only)' - this article details your options
Available Roles
General User - Select the specific Entities you wish to grant access for, and selectively choose which read and / or write permissions this User will receive. Every time you add a new Entity, you will need to manually grant access to this User
Admin - This User will receive full access to all Entities, including the ability to invite other Admins. Access will automatically be granted to new Entities. This role is not available to addy Team Members
Onboard (addy Team Member only) - Grant access to an addy Team Member for the purposes of helping you onboard to the addy Platform. This addy Team Member will receive almost full write access to all Entities. This addy Team Member will NOT be permitted to approve or countersign transactions, issue distributions, or make any financial transactions.
When the Onboard user role makes changes to your Issuance, you'll get an daily digest email with any changes so that you can review them.
How to Set Roles
After inviting new Users to your addy Business account, you can select their Role and associated Access Level:
1. Please first ensure that you are the account Owner or have been invited under the 'Admin' role - this page details how to invite users under the 'Admin' role
2. On the Settings page of your addy Business Account, select 'Manage Users':
3. Select the User you wish to Manage - if the user's Invitation Status is still pending, kindly remind them to accept the invitation in the email to avoid access issues:
4. If the User has an @addyinvest.com email address and is an addy Team member, the General User and Onboard roles will be available
5. If the User is not an addy Team member, the General User and Admin roles will be available
6. If you choose General User, you must select permissions for each Entity separately, and click 'Save' each time:
