User Types and Their Access Levels

Table of contents Understanding User Access Levels in Profile Settings

This article explains the different access levels available in the Profile Settings section based on the user's profile type.

Basic User

  • Permissions: Can view and read the profile only.

  • Restrictions: Cannot make changes, request or grant connections, or remove access.

  • Example: An accountant who needs to verify profile information but cannot edit it.

Write User

  • Permissions: Can view, read, and edit the KYC and Subscription profile, and download/upload related documents.

  • Restrictions: Cannot request or grant connections or remove access.

  • Example: A paralegal who needs to update profile information but cannot manage connections or access.

Full Access User

  • Permissions: Has all the privileges of Basic and Write users, and additionally can request connections, grant access, and remove access.

  • Restrictions: None

  • Example: A manager who has full control over the profile and can manage connections and access for other users.