Add an admin user (Permissions, Roles, Access)

Modified on Fri, Jun 14 at 12:03 PM

Depending on your operational flow, you can give different users different access privileges by selecting from a list of pre-defined roles.

NOTE: When adding a new user to your admin account, you will want to be sure that the email address associated with the new admin user is NOT associated with an Individual or Entity account.

To add an admin user:

Select My Account from the top of the page
Select your platform's Admin Issuer account
Select the Users tab
Click Add New User
Provide the user's:
- First Name
- Last Name
- Email (a unique email address in the platform, not currently associated with another account)
  - Additional fields can be marked as Required in User Forms
Click the User Role drop down menu
Choose the appropriate role
Click Create New User

Platform Role Name	Permissions Provided
Network Admin* *Only available to Private Network platforms	Control sub-platforms from an administrative level
Platform Admin	Full access and rights to all platform pages
Platform Offer Admin	View and update offers Not able to view or manipulate investor accounts Not able to view transactions
Platform Read-Only Admin	View everything Not able to make any changes
Platform Registered Rep	Manage accounts (can be assigned access to specific accounts), add accounts, create/manage automated campaign emails* Not able to create/manage offers *Able to change the sender of emails (update "From" field)
Platform Sales Representative	Manage accounts (can be assigned access to specific accounts), add accounts, send emails directly to accounts* Not able to create/manage offers or email campaigns *Not able to change the sender of emails (update "From" field)

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