What accesses the different user roles provide

In this article, we will go over what the different user roles can do. For a more detailed overview, please refer to the support article "Creating a new user".

User:

• Can only view documents awaiting approval in a group that the user has access to
• Similarly, can only view documents in Archive that the user has submitted or approved at some point in the flow
• Can only see Approval and Archive tabs
• Can be granted access to all documents in Archive - even those the user has not been involved with
• Can be granted access to view all documents that have gone through the approval group the user is part of - not just those the user has approved

Administrator:

• Can view all documents across approval groups in both Approval and Archive
• Can see all five tabs
• Has access to settings

External Bookkeeper:

• By default, can view all documents across approval groups in both Approval and Archive
• Can be configured to have certain limitations
• Does NOT have access to settings

External Consultant:

• Can view all documents across approval groups in both Approval and Archive
• Can see all five tabs
• Has access to settings
• Differs from a normal Administrator in that they typically have access to multiple companies and are placed in the Broker by default

Customer Administrator:

• Can view all documents across approval groups in both Approval and Archive in all companies under the Broker
• Can see all five tabs in all companies under the Broker
• Has access to settings in all companies under the Broker
• Has access to the "New Customer" menu item in settings on the Broker

Branch Administrator:

• Same as Customer Administrator - but can see further down the hierarchy
• Can view all customers under the Broker, and their brokers' customers, etc