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Access to Administrative Controls
Access to Administrative Controls

How to gain access to user and firm settings

Eric Zaarour avatar
Written by Eric Zaarour
Updated over a week ago

If you're an administrator at your firm, you can adjust user and firm settings. Two roles exist:

  • Customer Admin: allows adjusting user settings.

  • Super Customer Admin: allows adjusting user and firm settings.

Email your Customer Success Manager to request access. You can view which rights you've been given by selecting your initials in the bottom right corner of your screen and viewing the following panel:

In the above example, the user has been given Super Customer Admin rights, which allow them the ability to adjust their own account, other users at their firm and firmwide settings. Users with Customer Admin rights would only see the User Management tab displayed.

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