Who should have which team member permissions?

You can customize the permissions for each team member and assign them more than one permission. To give them the full admin privileges, simply select all the checkboxes. Below are details of what each permission setting allows, along with common use cases:

Team Member Permission	What They Can Do	Ideal For
View all areas of your invest account	Access the full account, including tax documents	Accountants, financial advisors, auditors
Add team members and assign roles	Manage team members and assign roles	Colleagues or assistants managing account setup
Set up bank accounts and transfer funds	Add bank accounts, fund signed investments, transfer between entities, withdraw funds	Trusted individuals, such as spouses, business partners, co-trustees
Review deals and make investment decisions	View and pass on deal invites	Colleagues or assistants familiar with your investment preferences
Sign for investments on behalf of your entities	Sign investments and submit tax info on behalf of entities	Trusted individuals able to legally commit you, like spouses, business partners, co-trustees
All of the above	Full admin-level permissions	Anyone you want to have full admin privileges, such as spouses, business partners, co-trustees