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These accounts are similar to a Partner Admin accounts. They allow the individual to upload documents and view a clients’ dashboard. The main differences between Partner admin Accounts and RM accounts is that PA accounts have access to all clients associated account where a RM account does not. Access will be granted to an account on a client request basis.

Alias

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Account

An Alias account is essentially an extra login for a pre-existing Parent account. They share all the same access and permissions as the parent account user. Multiple Alias accounts can be setup to a Parent account.

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