Overview Roles control who can do what. Admins run the show. Asset Managers handle the stuff. Member Managers handle the people. Everyone else is a member (beneficiary). Maybe you're deciding who to trust with what, or you're confused why someone can't see a button. Admin / Executor Full access: assets, members, settings, distribution, disputes, audit …
Overview
Roles control who can do what. Admins run the show. Asset Managers handle the stuff. Member Managers handle the people. Everyone else is a member (beneficiary). Maybe you’re deciding who to trust with what, or you’re confused why someone can’t see a button.
Admin / Executor
- Full access: assets, members, settings, distribution, disputes, audit log.
- Can assign any role.
- Typically the executor or primary decision-maker.
Asset Manager
- Can add, edit, and archive assets.
- Can view members but not add, edit, or archive them.
- Can’t change estate settings or run distribution.
- Good for someone helping catalog without needing full control.
Member Manager
- Can add, edit, and archive members (except admins).
- Can only assign Member-level roles (Descendant, Beneficiary, etc.)—not Asset Manager or Member Manager.
- Can’t manage assets or run distribution.
- Good for someone handling the family roster.
Member
- View assets and members.
- Like, rank, call dibs, file disputes.
- No management access.