User roles
The actions that a user can perform on a filing depend on their role. The following table explains the different roles along with what they are able to do.
| Admin or Approver | Operator | |
|---|---|---|
| View Filing Summary | Yes | Yes |
| Full View of a Filing | Yes | Yes |
| Upload Transactions | Yes | Yes |
| Send to Review | Yes | No |
| Assign to Brinta | Yes | No |
| Approve | Yes | No |
| Mark as Filed | Yes | No |
Updated 5 months ago
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