> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/alti/alti/access-levels-and-permissions.md).

# Access Levels and What Each Role Can Do

**Alti respects your dashboard access level, so Alti can only do what you are already allowed to do.**

***

Everyone on your team can use Alti to ask questions and look things up. The actions Alti can take on your behalf depend on your dashboard role. This keeps Alti in line with the permissions you already have in Alternative Payments.

## What each role can do

| Role              | Ask questions & view data | Everyday actions | Sensitive actions |
| ----------------- | ------------------------- | ---------------- | ----------------- |
| **Administrator** | Yes                       | Yes              | Yes               |
| **Sub-Admin**     | Yes                       | Yes              | Yes               |
| **Member**        | Yes                       | Yes              | No                |
| **Read-Only**     | Yes                       | No               | No                |

* **Everyday actions** include tagging customers, creating and archiving customers and invoices, marking invoices paid, and managing email templates.
* **Sensitive actions** include charging invoices, creating payment requests, sending customer email outreach, and scheduling reminders and summaries.

{% hint style="info" %}
**Note:** Everyone, including read-only users, can ask questions, look up data, get summaries, and open a support ticket. Only the ability to make changes varies by role. Administrators and Sub-Admins have the same access to Alti. These are the same team roles you manage under [User Roles](/preferences/user-roles-and-team/user-roles.md).
{% endhint %}

## If an action isn't available to you

If you ask Alti to do something above your access level, it will not do it. Instead, Alti explains that the action isn't available at your level and suggests asking a workspace admin to take it from there.

{% hint style="info" %}
**Tip:** Need a different level of access? Your account admin can update team roles in your dashboard settings. See [User Roles](/preferences/user-roles-and-team/user-roles.md).
{% endhint %}

Some actions may also depend on whether they are enabled for your account. If you expect to see an action and it isn't there, check with your admin or our team.

**Love our platform?** Rate us on [Channel Program](https://channelprogram.com/v/alternativepayments) and check out our [Referral Program page](https://www.alternativepayments.io/referral-partners/)!


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.alternativepayments.io/alti/alti/access-levels-and-permissions.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
