Within Alembic, all users are assigned a role. Each role has different permissions.

We have created a set of system-wide roles with the permissions we think are needed for that role. The most commonly used roles are:

• Account Administrator: This allows you full access of the Alembic platform.
• Link Only: This only allows you to view and link accounts.
• View Only: This only allows you to view accounts.

You can also create custom roles, each with its own permissions.

You assign users a role when they are invited to your organization. You can also change which role users in your organization have if your current role has the permissions to do so.

Navigate to Roles & Permissions

Go to Manage Organization. Click on the Roles & Permissions tab.

Click on any of the listed roles on the left to see which permissions it has.

Related Help Center Pages

• Create a Custom User Role
• Manage Organization

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