Vyzer

This feature offers nuanced access management and collaborative functionalities. Whether you're delegating responsibilities to family members, wealth managers, or assistants, Vyzer provides flexible access through clearly defined roles and permissions, including full access, edit, and view-only options.

The Role Management feature is available exclusively in our Premium Plan and Elite Plan only.

Read-Only 👀: Grants users the ability to view features without modifying them. For instance, users can view assets but cannot edit them, approve events, or write notes.

Write 🛠️: Allows modifications to features. For example, users can upload files to the Vault.

Roles consist of permissions assigned to users, and four distinct sets of permissions are available:

Guest: View-only access to features.

Editor: Ability to edit and modify features.

Administrator: Full access to manage features, including billing and integrations.

Owner: The individual who created the account, with sole authority to invite other owners.

- Guest: View-only access to features.
- Editor: Ability to edit and modify features.
- Administrator: Full access to manage features, including billing and integrations.
- Owner: The individual who created the account, with sole authority to invite other owners.

1. Click your Portfolio Settings
2. Select Roles
3. Locate the person you want to remove
4. Click the relevant row
5. Select Revoke access

🔔Note: If you were invited to a Vyzer account via Role Management, please be aware that the invitation expires after 7 days. If you have not accepted it within that time, the account owner will need to resend the invitation.

👉 Want to learn how to invite someone to your account? See: <a href="https://help.vyzer.co/en/articles/8115406-what-is-role-management-in-vyzer-and-who-can-use-it">What is Role Management in Vyzer and who can use it?</a>

Understand what Admin, Editor, and Guest roles can do in Vyzer and how to manage access permissions.

How do Roles and Permissions work?

Find answers and get help from Intercom Support and Community Experts

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How do Roles and Permissions work?

Overview

Feature Eligibility

Permissions

Roles

Revoke Access

Actions	Guest	Editor	Administrator	Owner
My Portfolio	👀	🛠️	🛠️	🛠️
Cash Flow Planning	👀	🛠️	🛠️	🛠️
Synced institutions	👀	🛠️	🛠️	🛠️
Reports	👀	🛠️	🛠️	🛠️
In-app notifications	👀	🛠️	🛠️	🛠️
Create items	❌	🛠️	🛠️	🛠️
Vault	❌	🛠️	🛠️	🛠️
Community	❌	🛠️	🛠️	🛠️
Financial settings	❌	🛠️	🛠️	🛠️
Documents Access	❌	🛠️	🛠️	🛠️
Billing	❌	❌	🛠️	🛠️
Roles management Page	❌	❌	🛠️	🛠️
Invite members	❌	❌	🛠️	🛠️