What are the role types in Portal Manager?

A tooltip describes each role type you can choose from when inviting a new user to the portal. You can also review them here.

When inviting a new user to the portal, here are the role types you can select for them:

• Partner Admin 
  Has the highest level of access to manage the firm and client's data and BOS features.
• Partner Ops 
  Can view, invite, and manage Partner Ops, Client Admin, and Client Ops roles. Has access to same BOS features as Partner Admin except Partner Ops can’t delete a task, deactivate users, edit partner details, upload partner branding or reset 2FA.
• Client Admin
  Has the highest level of access to manage their entity. Client user roles don’t see the names of Botkeeper service providers or any other content that links back to Botkeeper.
• Client Ops
  Has same permissions as Client Admin except Client Ops can’t manage users or view other user’s tasks. Client user roles don’t see the names of Botkeeper service providers or any other content that links back to Botkeeper.