> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/getting-started-and-settings/admin-management/user-capabilities-in-trustform.md).

# User Capabilities in Trustform

Learn about user roles and capabilities that define the level of access each team member has.

## Overview

In Trustform, every user can be assigned one or more **capabilities**, which define what areas and actions are available to them. This allows your team to distribute responsibilities and maintain the right level of access for each role.

## Tenant Administrator

When a new Trustform workspace is created, it starts with a **single user** – the **Tenant Administrator**. This user is automatically granted **all available capabilities** and has full access to manage the workspace setup. The Tenant Administrator adds new users to the system and assigns them the capabilities required for their role.

{% hint style="info" %}
There can only be **one Tenant Administrator** per workspace, and this user **cannot be deleted**.
{% endhint %}

## Available Capabilities:

{% hint style="success" %}
Note that a single user can have multiple capabilities assigned.
{% endhint %}

* **Account Management** – this capability is designed for users who work directly with clients and handle their onboarding. Users with this capability can:

  * Assign managers to applicants
  * Complete and update client profiles
  * Perform initial customer due diligence (CDD)
  * Update account status as clients move through the process

* **Account Review** – this capability is suited for users responsible for verifying, approving, and reviewing client information. Users with this capability can:
  * Review client profiles with ease
  * Assign managers to applicants when needed
  * Approve or reject forms and applications
  * Schedule the next KYC review date
  * Set or update customer risk levels
  * Leave comments in account forms<br>

* **Ongoing Monitoring** – this capability is intended for compliance or risk specialists who monitor clients after onboarding. Users with this capability can:
  * Access an integrated ongoing monitoring function for active clients<br>

* **User Management** – this capability is typically granted to administrators or team leads who manage access and team structure within the workspace. Users with this capability can:
  * Invite or remove teammates
  * Adjust user capabilities as needed

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