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User Account Types

Canopy
Last Updated: 1 year ago

Partner Administrator

The Partner Admin (PA) role grants you access to view and manage all your customers' data.

Relationship Manager

Each relationship manager has his/her own list of customers, where information should not be shared among relationship managers. The Relationship Manager (RM) role can only view customer accounts that are assigned to him/her.

Example,

  • Relationship Manager A can only see the portfolio information of 3 of 5 accounts of owned by Customer X.

  • Relationship Manager B can only see the portfolio information of 2 of 5 accounts of owned by Customer X, as well as all 7 accounts owned by Customer Y.

Customer

The end customer can log in directly using the parent account name to access his/her portfolio directly.


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