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What are the different access types on Equify?

There are 4 main types of administrator access on Equify:

Role type
 
 
 Description Skills

Corporation Owner

This role should be assigned to the person intended to serve as the key point of contact between the client and the Equify teams regarding account management, other users’ access rights, and billing matters.

In most cases, this role should be assigned to the company’s executive, legal director, or finance director, depending on the client’s organization.
  • Administratrive access management
  • Workspace editing
  • Cannot be removed by other administrators.
Supervisor This role should be assigned to individuals responsible for keeping the company workspace up to date while also being able to manage other administrators’ access.
  • Administratrive access management (Supervisor, Editor and Observer)
  • Workspace editing
Editor This role should be assigned to individuals responsible for keeping the company workspace up to date without needing to modify administrators’ access.
  • Workspace editing
Observor This role is strictly view-only. It allows users to view any item in the platform and export data, but it does not allow editing.
  • Workspace view access
  • Data export

⚠️ The Corporation Owner role is assigned directly by the Equify team and cannot be transferred or removed unless expressly requested.

If no Corporation Owner has been designated, or if a new access with this role needs to be created, please contact us at support@equify.eu and let us know which individuals should be assigned.