Within entity accounts (self-managed superfunds, trusts, and companies), you can have multiple members, and each member can have different permissions.
If you are not the Admin of the entity account, functionality such as trading, depositing, and withdrawing may be limited.
The member who originally created the entity account will, by default, be assigned Admin. However, as entity structures change, permissions may need to change as well.
Entity member permission levels
Admin
Can trade
Can deposit funds and crypto
Can withdraw funds and crypto
Trade only
Can trade
Cannot deposit funds or crypto
Cannot withdraw funds or crypto
Read only
Cannot trade
Cannot deposit funds or crypto
Cannot withdraw funds or crypto
Custom
Choose custom permissions for trade, deposit, and withdraw
How to change entity member permissions
Web
Log on to your Swyftx account.
Access your entity account by selecting your circled initial in the top right corner of your dashboard.
Select the entity account for which you want to change the permissions.
From within your entity account, select your circled initial in the top right corner of your dashboard.
Select Account settings from the dropdown menu.
In the left side menu, select Linked members.
Find the member whose permissions you want to change and select Configure.
In line with Permissions, select Update.
Select the desired permission level for the linked member, then select Update permissions.
The member whose permissions were changed will receive an email notifying them of the changes.
App
Log on to your Swyftx account.
Open the left side menu.
Select
Profile.From within your profile, select Linked members.
Find the member whose permissions you want to change and select Configure.
In line with Permissions, select Update.
Select the desired permission level for the linked member, then select Update permissions.
The member whose permissions were changed will receive an email notifying them of the changes.