User Roles and Permissions
In your XYPN portal, you can manage and assign different roles to additional members at your firm!
User Roles
firm-owner
The Firm Owner is the role assigned to the first XYPN member who joins a firm, and it is the highest permission level. The Firm Owner does not have to be the owner of the RIA — it can be anyone at the firm. The Firm Owner can:
- Manage billing. The Firm Owner is usually the member whose bank account is attached to the membership. They are the only person at the firm who can add a new bank account and download past invoices.
- Manage individual and firm settings. This includes updating personal information on the Settings page, as well as the firm's name, website, CRD #, and registration status.
- Invite new XYPN members to the firm's membership. They can access the My Firm page and add additional members to the firm's membership.
- Change and update other users' roles.
- Add licenses to different tech software in the Member Benefits tab of the Portal.
- Access member resources. This includes the Forums, XYPN Academy, Knowledge Base, and member benefits.
firm-manager
The Firm Manager has the same access and permissions as the Firm Owner, except they cannot view or manage billing.
This role is best assigned to firm partners or anyone who needs increased control and permissions within the firm. Firm Managers do not need to be advisors and can include support staff, interns, or other team members. The Firm Manager can:
- Manage individual and firm settings. This includes updating personal information on the Settings page, as well as the firm's name, website, CRD #, and registration status.
- Invite new XYPN members to the firm's membership. They can access the My Firm page and add additional members to the firm's membership.
- Change and update other users' roles.
- Add licenses to different tech software in the Member Benefits tab of the Portal.
- Access member resources. This includes the Forums, XYPN Academy, Knowledge Base, and member benefits.
firm-member
The Firm Member is the default role for any new XYPN member added to your firm and has the lowest permission level. Firm Members do not need to be advisors and can include support staff, interns, or other team members.
Firm Members can:
- Update their individual settings.
Changing a User Role
Only the firm-owner or firm-manager can update user roles.
- Navigate to My Firm on the left-hand side navigation.
- Click on the vertical ellipses next to the user you want to manage.
- Choose Update Advisor.
- To change their user role, click on the dropdown below Role and choose the user role you'd like them to have. Click Save.
You're done! You've successfully changed a user role for your firm!
Transferring Ownership
If you're the firm-owner, but someone else wants or needs to manage billing, please reach out to membership@xyplanningnetwork.com or review the Membership Transfer article.
Contact
Questions? If you have any questions, please reach out to the Member Experience Team at membership@xyplanningnetwork.com.
Last Updated: 8/24/26