# Account Recordkeeping Services (ARS) Roles and Permissions

## Default Roles within Account Recordkeeping Services

Role | Description
--- | ---
ARS Administrator | Allows a user to: View/Create/Modify party information for Account Owners/Beneficiaries. View/Create/Modify party information for Transactions. View/Create/Modify party information on the Message Center website. View system created reports and create on-demand reports.
Manage Account Recordkeeping Services | Allows an Account Administrator to: Copy an account. Add, edit and delete Account Recordkeeping Services users in Administration. Have basic access to Account Recordkeeping Services. Maintain account information in Administration.

## Available Account Recordkeeping Services Permissions

Permission | Functions
--- | ---
Basic Access for Account Recordkeeping Services | Allows a user to access Account Recordkeeping Services.
Create Account Owner/Beneficiary | Allows a user to add new party information on the website including: name address TIN account type mailing address account summary (balance), etc.
Create Message Center | Allows a user to create secure e-mail within the Account Recordkeeping Services website.
Create Transaction | Allows a user to create specific transaction information including transaction date amount transaction description (contribution, distribution, earnings)
Manage Administration for Account Recordkeeping Services | Allows an Account Administrator to access Administration.
Manage IP Filter | Allows an Account Administrator to add or remove IP Addresses to the IP Address whitelist within SECURITY. Warning: Modifying the IP Address Whitelist is not recommended during regular business hours. Users may be negatively affected if changes are made while they are using the application.
Modify Account Owner/Beneficiary | Allows a user to modify the party information/account summary on the website including: name address TIN account type mailing address account summary (balance), etc.
Modify Message Center | Allows a user to access secure e-mail within the Account Recordkeeping Services website.
Modify Transaction | Allows a user to modify specific transaction information including: transaction date amount transaction description (contribution, distribution, earnings)
View Account Owner/Beneficiary | Allows a user to view party information/account summary on the website including: name address TIN account type mailing address account summary (balance), etc.
View Transaction | Allows a user to view specific transaction information including: transaction date amount transaction description (contribution, distribution, earnings)
View Message Center | Allows a user view-only access to secure e-mail within the Account Recordkeeping Services website.
View Reports | Allows a user to view system generated reports and create on-demand reports.