Skip to content
English
  • There are no suggestions because the search field is empty.

User Profiles within SecureSafe Exchange

The following table matches each SecureSafe Exchange user profile with their capabilities. 

User Profile Capabilities
Provider
  • Creates & manages Administrators
Administrator 
  • Creates & manages Client Advisors
  • Can replace advisors in all SecureSafe Exchanges

Client Advisor 
  • Creates & manages SecureSafe Exchanges for clients

  • Admin of SecureSafe Exchanges

  • Can perform all CRUD operations (create, read, update, delete) 
Client 
  • Login via a unique link received by email and two-factor on mobile

  • View, upload, download,& delete documents

Know more: 

Check out the following articles to learn more: 

  • How to create Administrators?
  • How to create Client Advisors?