Administrative Users

Way2B1 utilizes fully customizable permission structures in order to ensure privacy and security for families. Administrative users are typically trusted members of the family office or involved members of the family.

During Onboarding, your Way2B1 Client Success associate will grant you all administrative permissions. You have the option of choosing which administrative permissions to grant additional users in Way2B1 Settings, found by navigating to the upper right-hand corner of your screen, clicking on your user icon, and selecting Way2B1 Settings from the dropdown menu.

After opening the People panel found on the left-hand side, select a user from the dropdown menu to modify their permissions. Turning on "Can administrate users and configure organizational structures" will give the user the ability to:

• Add and remove users
• Edit user profiles (name, email, phone number, and permissions)
• Reset passwords for other users
• Administrate Quickbooks Online Settings
• Create Decision approval processes

Additional administrative permissions in addition to the basic functions listed above can be granted individually to each user. These functions include the following:

• Manage accounting categories
• Manage legal entities
• Manage properties
• Manage teams
• View All Tasks
• View All Requests
• Modify the expiration date on expired requests
• Direct Approve
• See all emails forwarded in Source
• Unvoid Requests
• Add Organizations
• Restricted User
• Default Owner

Turning on Default Owner for a user will allow them to see all content on the instance.

Manage Accounting Categories

Accounting Categories are used when adding accounting items in a Decision. They should line up with the categories used in your general ledger.

1. In the "Accounting Categories" panel in Settings, click "+ Add New" to create a category

You are also able to add an Accounting Category directly from a Decision as you log accounting transactions.

Manage Legal Entities

Legal Entities are used primarily in a Decision as a source of funds for spending proposals. We recommend that during your initial setup you create Legal Entities that correspond to the family's:

• Trusts
• Business Entities
• Investment Funds

When creating a new request in Decision, users are required to specify which legal entity they are requesting funds from. Limiting the number of users who have this permission turned on will thereby limit the number of legal entities created, helping ensure that the correct Decision process is applied to requests.

Manage Properties

The user can create & edit properties, view all properties, add rooms to properties, and modify permissions of properties.

Manage Teams

The user will be able to create, delete, and add/remove users on Teams.

View All Tasks

All Tasks posted to Fixit will be visible to the user, regardless of whether they have been granted specific access.

View All Requests

All Decision requests will be visible to the user, regardless of whether that have been granted specific access.

Modify the expiration date on expired requests

The user can revert the "expired" status of Decision requests that were not approved prior to the initial due date.

Direct Approve

The user can approve Decision requests and bypass any other approvers listed in the process.

See all emails forwarded in Source

The user can see all emails that are forwarded into Source in their queue and can save the emails to their appropriate pages.

If the box is NOT checked,  the user will only be able to see emails that they have forwarded into Source themselves.

Unvoid Requests

The user can revert the status of a voided request in a Decision.

Add Organizations

The user can add organizations (Vendors, Investment Firms, etc.) that are used in a Decision requests.

You may want to restrict this permission if you are synced with Quickbooks Online to ensure that the fields are match accordingly.

Restricted User

A user that has the "Restricted User" persona turned on:

• Will NOT be able to modify permissions for any Domains, Pages, Tasks, or Decisions
• Can only be granted "Editor" level permission to workspaces

Default Owner

Granting a user the Default Owner permission will allow them to see:

• All content created in Source
• All requests
• All tasks and projects

If a user's Default Owner permission is revoked, they will only be able to see content on which they have been shared specifically.