Q2 Employee Permission Chart

Modified on Fri, Dec 1, 2023 at 12:55 PM

 

PermissionCo-Pilot-
 Branch Staff
User Management-
 Branch Managers + Call Center
Admins-
 AlloBaaS Team
Reset PasswordXXX
Unlock AccountXXX
View SAC targetsXXX
Edit SAC TargetsXXX
Delete SAC TargetsXXX
Disable/Enable UserXXX
Delete UserXXX
Delete CustomerXXX
View Account RightsXXX
View Basic Customer InfoXXX
Edit Customer Information
XX
Edit User information
XX
Edit Internal Accounts
XX
Edit Internal Account Rights
XX
Edit Customer + User Feature Access
XX
Edit Customer + User Transaction RightsXX
Finish Business Customer Set-Up
XX
Run Operations Reporting
XX
Edit Group Features

X
Edit Group Transaction Rights

X
Edit Platform Set-Up

X
Add employees into Console

X
Respond to Secure Messages

X
Run Audit Reporting

X


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