Guide: Roles and permissions in a partner account

Partner account roles control what administrators in your partner dashboard can access. Within a partner account, there are five role types:

• Account owner
• Account administrator
• Payroll administrator 
• Reports administrator 
• Authorized signatory

Each role has a different view of the firm’s partner dashboard. If you are an account owner, you can make changes to permissions for each role type.

Permissions

	View & edit	View only	No access
Create new clients	The role will be able to add new clients to the client directory.	Not applicable	Cannot create new clients.
Client invites	Accept new client invites and add them to firm's client directory.	Not applicable	Neither view nor accept client invitations.
Client directory	Anyone with this role will be able to view information for clients they have added or are assigned to.	Can view list, but can't view details or client account.	Can't access Client directory tab at all.
Log in to client	Anyone with this role will be able to access client accounts that are assigned to them.	Not applicable	This role has no access to client accounts.

Firm settings

	View & edit	View only	No access
General	View and edit.	View but no editing.	Neither view nor edit.
Banking	View and edit.	View but no editing.	Neither view nor edit.
Account verification	View and edit.	View but no editing.	Neither view nor edit.
User accounts	View and edit.	View but no editing.	Neither view nor edit.
Notifications	View and edit.	View but no editing.	Neither view nor edit.
Subscription	View and edit.	View but no editing.	Neither view nor edit.

Default permission settings for each role

Clients

	Account owner	Account administrator	Payroll administrator	Reports administrator	Authorized signatory
Create new clients	View & Edit	View & Edit	No access	No access	No access
Client invites	View & Edit	View & Edit	No access	No access	No access
Client directory	View & Edit	View & Edit	View only	View only	View only
Log in to client	View & Edit	View & Edit	View only	View only	No access

 

Firm settings

	Account owner	Account administrator	Payroll administrator	Reports administrator	Authorized signatory
General	View & Edit	View only	No access	No access	View & Edit
Banking	View & Edit	No access	No access	No access	View & Edit
Account verification	View & Edit	No access	No access	No access	View & Edit
User accounts	View & Edit	View only	No access	No access	No access
Notifications	View & Edit	View only	No access	No access	View & Edit
Subscription	View & Edit	View only	View only	View only	View only

 

Role overviews

Account owner

Account owners can see all information for all clients and all administrators. They have full access to all aspects of the partner dashboard. The Account owner is also able to act as the Authorized signatory.

Account administrator

Account administrators are responsible for creating or adding clients. Account administrators also have the ability to add report and payroll administrators and assign them to clients. This role can not adjust or add other account administrators. An account administrator can also be assigned to clients.

Payroll Administrator

Payroll Administrators are responsible for running the payroll for the clients assigned to them. In the partner dashboard, this user will be able to see the payrolls and onboarding status of any clients assigned to them.

Reports Administrator

Reports Administrators are responsible for reviewing or exporting reports for those clients who have enabled Reports administrator access for the firm and are assigned to administrator.

Authorized signatory

Authorized signatories have the authority to sign cheques on the firm's behalf. This role is only required if the firm is paying fees for clients and has set up banking. If the Account owner is the authorized signatory, you do not need to add an additional user to this role.