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What are the different roles in my account?

These are the roles and permissions that Brillian currently offers.

H
Written by Hallie Porterfield

When you add a user to your account, you will assign one of the below roles.

Admin

Has broad control of this business, including managing settings, data, users, and role assignments. Only assign to highly trusted users. This is the only role with billing access.

Service Provider

Intended for third-party professionals supporting the business (for example: financial advisor, accountant, CPA, or consultant). Can access and work on permitted business data and workflows, but does not have full administrative control. Users with this role can invite other "service providers".

Viewer

Read-only access to permitted business information. Cannot create, modify, delete, or manage users, roles, or account settings.

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