Unclaimed Property

User roles and permissions (ReportMyUP Plus)

Learn how to assign user roles to users to control which actions they are allowed to perform in ReportMyUP Plus.

Note:

These user roles and permissions are specific to ReportMyUP Plus customers only. In ReportMyUP, every user has an admin role. Read about how to upgrade to ReportMyUP Plus.

Action Read only Basic Admin
View businesses ✓ ✓ ✓
Manage businesses ✓
View exemptions ✓ ✓ ✓
Manage exemptions ✓
View properties ✓ ✓ ✓
Manage properties ✓ ✓
Create due diligence letters ✓ ✓
View due diligence letter history ✓ ✓ ✓
Create state reports ✓
View state report history ✓ ✓ ✓
Manage billing ✓
Manage users ✓