Description of household member roles:
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/Delete documents folder and files
- Create/Update/Delete household goals
Member is allowed view-access within the client portal, but not able to create, update, and delete items within the household.
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 limit/restrict their adult child's view by account or portion of account(s) within their household (ie limited the view to only 30% of an account).