Active users permissioning
Name
Role
CRM
Investments
Orders
Payments
Documents
Private Securities
Jason Hunt
CEO
Yes
Yes
Yes
Yes
Yes
Yes
Admin
Jack White
Relations Manager
Yes
Yes
No
No
Yes
No
Change
Helen Shane
CIO
Yes
Yes
Yes
No
No
No
Change
Drake Tomas
Trader
Yes
Yes
Yes
No
Yes
No
Change
Kane Scott
CFO
No
Yes
No
Yes
No
No
Change
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