WealthRabbit Support

What are the different roles and responsibilities in WealthRabbit?

Roles and Responsibilities in WealthRabbit
WealthRabbit lets businesses assign specific roles to team members to streamline workflows, protect sensitive data, and maintain accountability. Each role comes with defined permissions to ensure users have the right level of access based on their responsibilities.

Co-Admin
Access Level: Full access (same as account owner)
Best for: Team members who need full administrative control
Can:

• Onboard clients and update business/entity information
• Manage the company bank account and SIMPLE IRA plan
• Invite, edit, and approve employees
• Run, edit, and approve contributions
• Invite other admins and view all reports

Business Manager
Access Level: High, but not full admin
Best for: Team members managing day-to-day operations
Can:

• Onboard clients and update entity information
• Manage employee details (but cannot approve them)
• Run and edit contributions (but cannot approve)

Cannot:

• Update the company bank account
• Invite admins

People Manager
Access Level: Employee-focused access
Best for: HR or benefits coordinators
Can:

• Invite, edit, and approve employees
• Manage employee deferral information for SIMPLE IRAs

Cannot:

• Access entity or contribution management

Contribution Manager
Access Level: Financial contributions only
Best for: Payroll or finance staff
Can:

• Run and edit contributions

Cannot:

• Approve contributions
• Access employee or business/entity management

Viewer
Access Level: Read-only
Best for: Auditors, supervisors, or team members needing visibility
Can:

• View reports and data only
• No ability to make changes