User Roles

The Cash Balance user role has different permission/s for each user type such as Regular Subscriber and Sponsor Manager.

Each role allows the user to have an appropriate level of access to the Cash Balance system. 

Regular Subscriber

A regular subscriber's role has the following permissions:

üAdd, edit and delete his/her own plan

üUpload and export census template

üCalculation and report generation

üOwner only plan report

üUpdating his/her own Profile (Change Password and Change Security Question)

Sponsor Manager

A sponsor manager's role has the following permissions:

üAdd, edit and delete plans within the group

üUpload and export census template

üCalculation and report generation

üOwner only plan report

üDirect access to User Directory

Øupdating other user's profile (Reset Password, Change Password and Change Security Question)

Øunlocking user's account