User role type comparison

Fumi -

In CaFE, one of the following role types is assigned per entity based on the condition.
Therefore, if you have multiple entities in CaFE, you may have a different role type on each entity.


Entity Subscriber Has full control over an entity in CaFE.
The first user who adds an entity will have the Subscriber role for the entity.
Entity Admin

Same as Entity Subscriber, except for entity deletion.
The role will be assigned to a business owner user who is invited by an Adviser user as a guest.

Standard Can access all financial data and settings except for Entity Profile including Auto Sync setting, and can synchronise data manually.
The Account Owner user will be assigned this role automatically when any other user adds a new entity.
View Only Can access all financial data with view only permission.
This role can be assigned to any internal or guest user who is invited by the Account Owner.


Here is the role type matrix which shows what you can do for a particular entity.

  Role Type Entity Subscriber

Entity Admin *2

Standard View Only
Category Permission
Entity View x  x    
Settings x x    
Delete x      
Dashboard Settings *1 x   x  
Bank Accounts View x x x  
Settings x x x  
Record Types View x x x x
Settings x x x  
Data Integration Manual Sync x x  x   
Import Histories x x x x
Financial Data View x x x x
Schedule x x x  
Create/Update Plans *3 x x x  

*1 Adviser users only

*2 Business Owner users only

*3 Xero users only

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