Settings
Manage users, firm details, and platform integrations.
8 of 8
| Name | Role | Status | |
|---|---|---|---|
| Alex Reyes | alex.reyes@ashwood.example | Admin | Active |
| Priya Desai | priya.desai@ashwood.example | Advisor | Active |
| Marcus Bell | marcus.bell@ashwood.example | Advisor | Active |
| Jordan Wu | jordan.wu@ashwood.example | Operations | Active |
| Elena Rossi | elena.rossi@ashwood.example | Advisor | Active |
| Samantha Bennett | sam.bennett@ashwood.example | Compliance | Active |
| Devon Park | devon.park@ashwood.example | Viewer | Invited |
| Riley Nakamura | riley.nakamura@ashwood.example | Operations | Suspended |
AR
Alex Reyes
alex.reyes@ashwood.example
Permissions
- Manage users
- Manage billing
- Manage strategies
- View all households
- Create tickets
- Approve documents