Crunchafi

User Permissions and Roles in the Crunchafi Data Extraction Portal

The Crunchafi Data Extraction portal distinguishes between Default Users, who can create and manage Workspaces they have access to and request additional access, and Administrator Users, who have all Default User permissions plus the ability to manage all users and Workspaces across the firm, including viewing financial data and controlling user roles and access permissions portal-wide.

User Permissions and Roles in the Crunchafi Data Extraction Portal

This article explains the differences between Administrators and Default Users in Crunchafi Data Extraction.

The Crunchafi Data Extraction portal supports two types of users:

  • Default Users (standard user role):

    • Can create new Workspaces
    • Can add and remove other users from the Workspaces they created or have been given access to
    • Can view a list of all Workspaces
    • Can request access to a Workspace they don't already have access to
      • To request access, a Default User should click on the lock button in the Workspaces list
    • Can view a list of all the users in the portal

  • Administrator Users (advanced user role):

    • All Default User permissions, plus:
      • Can manage users for the firm's portal (on the User Management page)
      • Can manage users for any Workspace
      • Can view financial data for all Workspaces
    • Administrators' primary role is to manage other users in the Strongbox Portal. They can add & remove users and update their user role.
    • Administrators are also able to access all Workspaces in the Crunchafi Data Extraction portal. With this access, they are able to update user access to grant themselves and other users permission to view a Workspace.

Related