When inviting a new user to the portal, here are the role types you can select for them:
- Partner Admin
Has the highest level of access to manage the firm and client's data and Botkeeper features. - Partner Ops
Can view, invite, and manage Partner Ops, Client Admin, and Client Ops roles. Has access to same Botkeeper features as Partner Admin except Partner Ops can’t delete a task, deactivate users, edit partner details, upload partner branding or reset 2FA. Partner Ops users can also see the names of Partner Admin users in the Users table, but cannot see Partner Admin details or action anything for those users. - Client Admin
Has the highest level of access to manage their entity. Client user roles don’t see the names of Botkeeper service providers or any other content that links back to Botkeeper. - Client Ops
Has same permissions as Client Admin except Client Ops can’t manage users or view other user’s tasks. Client user roles don’t see the names of Botkeeper service providers or any other content that links back to Botkeeper. - Client Self Service
Has same permissions as Partner Ops, but cannot add or terminate clients. This role can also fully manage all transactions throughout the platform, view all tasks and projects, and configure automation settings and connections.
