Roles and permissions

What owners, admins, and members can each do in an organization, how advisory-firm seats narrow which clients someone sees, and what every account has in common.

Everyone

Every person signs in with a confirmed email address and two-factor authentication, and sees only the organizations they belong to — the database itself keeps each organization’s data apart from every other’s.

Organization roles

Every member of an organization has one of three roles. Whoever signs up is the owner of the organization it creates.

Action	Owner	Admin	Member
View dashboards, briefs, and reports	Yes	Yes	Yes
Connect, sync, and disconnect accounting systems	Yes	Yes	Yes
Invite people, change roles, remove members	Yes	Yes	No
Change or remove another owner	Yes	No	No
Create a company; add or clear sample data	Yes	Yes	No
Declare that a company’s connections consolidate	Yes	Yes	No
Share a company with an advisory firm, or revoke it	Yes	Yes	No
Cancel the subscription	Yes	Yes	No

Ownership can’t be granted by invitation, and the last owner can’t be demoted or removed, so an organization can never be left without one.

Advisory-firm seats

In a firm using Pocket-Advisor, a second setting — the seat — decides which clients each person sees. A partner sees every client; an analyst sees only the clients assigned to them; and a member with no seat sees no clients until they’re given one. Only owners and admins manage seats, assignments, and the firm’s branding. See Firm staff and client assignments.

Shared companies

When a client shares a company with an advisory firm, the firm gets read-only access to that company’s dashboard, metric snapshots, and forecasts. Billing and the right to share the company further always stay with the client. See Client grants.