Level 0Top management
Principal shareholder
Can create Level 1 and build the full Level 1 → Level 2 → Level 3 → Member hierarchy. Suitable for central management of multiple shareholder and agent teams.
- Consolidated authorised reporting and live data
- Central assignment of permissions and limits
- Designed for multi-level team management
Level 0 → Level 1 → Level 2 → Level 3 → Member
Level 1Shareholder management
Shareholder
Can create Level 2, Level 3 and member accounts. Suitable for dividing management scope by shareholder or team.
- Create multiple Level 2 or Level 3 accounts
- Separate management by team
- Review data for the current and subordinate levels
Level 1 → Level 2 → Level 3 → Member
Level 2Master-agent management
Master agent
Can create Level 3 and member accounts. Suitable for users working with multiple agents. Floating and credit modes may be available.
- Create multiple Level 3 accounts
- Floating and credit mode explanations
- Designed for multi-agent structures
Level 2 → Level 3 → Member
Level 3Agent management
Agent
Designed mainly for creating and managing member accounts, without creating another agent layer. Suitable for a simple direct-to-member structure.
- Create multiple member accounts
- Straightforward permission structure
- Suitable for direct member management
Level 3 → Member