---
title: What User roles are available on an Issuer Account?
description: You can choose between 'General User', 'Admin', and 'Onboard (addy Team Member only)' - this article details your options
---

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1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en)
2. [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en)
3. [Getting started](https://learning.addyinvest.com/information-for-issuers?hsLang=en#getting-started)

# What User roles are available on an Issuer Account?

## 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

**Select addy staff members (cleared criminal record check and NDA signed) will have access to your account for due diligence and assistance purposes. **  
**When an addy staff member makes changes to your Issuance, you'll get a 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':

![](https://learning.addyinvest.com/hs-fs/hubfs/image-png-Sep-05-2024-09-17-47-5661-AM.png?width=426&height=236&name=image-png-Sep-05-2024-09-17-47-5661-AM.png)  
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:

![](https://learning.addyinvest.com/hs-fs/hubfs/image-png-Sep-05-2024-09-18-18-0955-AM.png?width=688&height=232&name=image-png-Sep-05-2024-09-18-18-0955-AM.png)

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:**

**![](https://learning.addyinvest.com/hs-fs/hubfs/image-png-Sep-17-2024-08-14-54-9897-PM.png?width=688&height=349&name=image-png-Sep-17-2024-08-14-54-9897-PM.png)**

- [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content)

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    - [Cards](https://learning.addyinvest.com/information-for-members?hsLang=en#cards)
- [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#main-content)

    - [Getting started](https://learning.addyinvest.com/information-for-issuers?hsLang=en#getting-started)
    - [Taxes](https://learning.addyinvest.com/information-for-issuers?hsLang=en#taxes)
    - [Accessing Investor Information](https://learning.addyinvest.com/information-for-issuers?hsLang=en#accessing-investor-information)
    - [Distributions](https://learning.addyinvest.com/information-for-issuers?hsLang=en#distributions)
    - [Public Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#public-issuance)
    - [General](https://learning.addyinvest.com/information-for-issuers?hsLang=en#general)
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    - [Wallets and Funding](https://learning.addyinvest.com/information-for-issuers?hsLang=en#wallets-and-funding)
    - [Closing an Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#closing-an-issuance)
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    - [The Offering Document](https://learning.addyinvest.com/information-for-issuers?hsLang=en#the-offering-document)
    - [Subscription Agreement Template](https://learning.addyinvest.com/information-for-issuers?hsLang=en#subscription-agreement-template)
    - [Perks](https://learning.addyinvest.com/information-for-issuers?hsLang=en#perks)
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- [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en#main-content)

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- [FAQs](https://learning.addyinvest.com/faqs?hsLang=en#main-content)

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    - [Accredited Investor Categories](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#accredited-investor-categories)
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- [Hard Money Loans](https://learning.addyinvest.com/hard-money-loans?hsLang=en#main-content)

    - [For Borrowers](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-borrowers)
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- [addy Intelligence](https://learning.addyinvest.com/addy-intelligence?hsLang=en#main-content)

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- [Information for Card Issuers](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#main-content)

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