Advisors are assigned a specific set of default permissions that govern their actions on client accounts to ensure proper oversight and control. By default advisor can or cannot perform following,

• Advisors cannot create payments or modify user permissions without explicit approval from the client or an authorised user with “User Manage” permission.

• They also cannot create cards for client accounts.

• However, advisors can invite additional advisors to the client account but are not permitted to invite normal users. These restrictions help maintain security and compliance while allowing advisors to collaborate effectively.

Why is this page important?
Knowing the default permissions helps advisors understand their capabilities and responsibilities, ensuring they operate within authorised boundaries and maintain client trust.

Next Steps

1. To view the default permissions required for an advisor.

2. Log in to your Advisor portal and navigate to the Clients.

3. Select Enter button for the client record you want to view the permission.

3. In the client business account portal, navigate to Team

4. Search the advisor user. Note the default permission assigned. 

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