Adding team members
Multiple users can be invited to the same account. There are two user types:| User type | Can view | Can deposit | Can withdraw | Can change settings |
|---|---|---|---|---|
| Admin | ✅ | ✅ | ✅ | ✅ |
| View-only | ✅ | ❌ | ❌ | ❌ |
Recommended Setup for Family Offices
Admin users:- Client/beneficial owner
- Authorized signatories
- Wealth managers
- Accountants/bookkeepers
- Advisory team members