Description of household member roles:
Admin
Member is allowed full-access to view, add, update, and delete items within the household. A Member's task can include:
- Linking accounts via account aggregation
- Create, update, and delete documents folder and files
- Create, update, delete account groups
Read-Only
Member is allowed view-access within the client portal, but not able to create, update, and delete items within the household.
Limited
Members have a restricted view within the client portal. Members have limited views by account(s) or portion of account(s). For example, a parent may want to restrict their adult child's view by account or portion of account(s) within their household.