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.

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.

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.

Tip: Need a different level of access? Your account admin can update team roles in your dashboard settings. See User Roles.

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 and check out our Referral Program page!