SecureExchange User Management
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      2. SecureExchange User Management

      User Profiles within SecureExchange

      The following table matches each SecureExchange user profile with their capabilities. 

      User Profile Capabilities
      Provider
      • Creates & manages Administrators
      Administrator 
      • Creates & manages Client Advisors

      • Can replace advisors in all SecureExchanges
      Client Advisor 

      • Creates & manages SecureExchanges for clients

      • Admin of SecureExchanges

      • Can perform all CRUD operations (create, read, update, delete) 
      Client 

      • Login via a unique link received by email and two-factor on mobile

      • View, upload, download,& delete documents

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