Roles and what each can do · EasyHaus

The four roles

Owner: one per organization. Everything, including billing, ownership transfer and deleting the organization.
Admin: manages members, settings and billing. Admins can do everything the owner can, except delete the organization, transfer ownership and erase a client's personal data.
Manager: the working role. Properties, clients, documents, markets, orders and distributions, but not team or settings.
Viewer: reads everything and runs reports, but cannot change anything.

What each role can do

Capabilities by role
Capability	Owner	Admin	Manager	Viewer
Billing and subscription	Yes	Yes	No	No
Delete the organization, transfer ownership	Yes	No	No	No
Members, roles and invitations	Yes	Yes	No	No
Settings, branding, custom domain	Yes	Yes	No	No
Properties: create, edit, archive	Yes	Yes	Yes	No
Clients, groups, KYC decisions	Yes	Yes	Yes	No
Documents: upload, share, delete	Yes	Yes	Yes	No
Markets and listings: create, publish, close	Yes	Yes	Yes	No
Orders: approve, reject, record payments, settle	Yes	Yes	Yes	No
Distributions: create and calculate	Yes	Yes	Yes	No
Distributions: approve and export bank files	Yes	Yes	No	No
Reveal client identifiers	Yes	Yes	No	No
Erase a client's personal data	Yes	No	No	No
Export all organization data	Yes	Yes	No	No
Audit log	Yes	Yes	No	No
Reports and CSV exports of lists	Yes	Yes	Yes	Yes
Read everything else	Yes	Yes	Yes	Yes

Buttons you cannot use are hidden or disabled for your role. If you need something you cannot do, ask an owner or admin.

Note: Only owners and admins can see the billing page. Only the owner can delete the organization, hand over ownership or erase a client's personal data.

Choosing roles

Give people the smallest role that lets them do their job. Most colleagues who work with investors every day need manager. Use viewer for assistants, auditors and anyone who only reads reports. Keep admin for the one or two people who run the team.

Every member, whatever the role, uses one manager seat. See Pricing and seats.

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