Notabene

It is important to notice that each member of your organization will have different permissions based on their role. When adding a new member to Notabene, you can select one of the following:

Group Admin: manages high-level functions across multiple entities within the group

Entity MLRO: responsible for compliance and policies at the entity level

Entity Admin: manages daily operations and policy execution within the entity

Analyst: analyzes data and supports compliance and administrative functions

Support: provides help and support with settings

Read-Only: views data without edit permissions

- Group Admin: manages high-level functions across multiple entities within the group
- Entity MLRO: responsible for compliance and policies at the entity level
- Entity Admin: manages daily operations and policy execution within the entity
- Analyst: analyzes data and supports compliance and administrative functions
- Support: provides help and support with settings
- Read-Only: views data without edit permissions

[Transact] - Member Roles and Permissions

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Permission	Group Admin	Entity MLRO	Entity Admin	Analyst	Support	Read-only
VASP
CreateVasp
ReadVasp	✓	✓	✓	✓	✓	✓
UpdateVasp	✓	✓	✓
Transfer
AuthorizeTransfer	✓	✓	✓	✓
RejectTransfer	✓	✓	✓	✓
SettleTransfer	✓	✓	✓	✓	✓
ReadTransfer	✓	✓	✓	✓	✓	✓
OverrideTransfer
ReturnTransfer	✓	✓	✓
FreezeTransfer	✓	✓
ClearTransfer
FlagTransfer	✓	✓	✓	✓
Policy
CreatePolicy	✓	✓
UpdatePolicy	✓	✓
ReadPolicy	✓	✓	✓	✓	✓	✓
DeletePolicy	✓	✓
Verify TAP policies (e.g. confirm address)	✓	✓	✓	✓
Address
ReadAddress	✓	✓	✓	✓	✓	✓
Auth0 / user management
CreateMemberInvite	✓	✓	✓
ReadOrganizationMember	✓	✓	✓	✓	✓	✓
UpdateOrganizationMember	✓	✓	✓
ReadMemberInvites	✓	✓	✓	✓	✓	✓
Settings
API creds crud	✓	✓	✓
Webhooks crud	✓	✓			✓