Contacts can have one of two permissions: Account Owner, which grants them the ability to make edits and investments, or Account Admin, which limits users to only making account edits.
To modify a contact's permissions, follow these instructions:
Click Accounts from the menu on your dashboard
Select the necessary account
Scroll down to the Contacts card and click Settings
Locate the correct user/contact from the list
Click the Permissions field to select a different user role
Click Save to apply the changes
NOTE: Only one person per account can be assigned the role of account owner.