Account-Level Users
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Overview
Users at the account level have been given access to a single account, for example the account of their parents or grandparents, or to a few selected accounts. Users at the Account level will login, and be taken immediately to the Dashboard screen for that account. The screens will differ a little, depending on the user's role. An Account Communicator will have access to fewer features than the other two levels.
User Levels
My Accounts Notifications Management |
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