Connected Account Console overview

By default, the account Admin or Owner will be able to access Connected Account Console.

To invite other team members to use Connected Account Console, the Admin or Owner will need to assign relevant users with the Platform Analyst role. This role is designed for users who need to view and manage connected accounts.

You can also create a custom role with selected permissions based on the needs of your organisation setup.

• View connected accounts
• View transactions
• Handle RFIs