• Accountant can view, edit, review and download all your documents, and do not count towards your seat limit.

Here you can assign different company accounts to the existing users to collaborate in your account.

• Standard (LO, Investor, etc.) — can submit documents but cannot view or manage other members' files.
• Admin (Broker, Admin, etc.) — full access to view, edit, and download all members' documents.

Here you can add new companies to bifurcate documents.