Two types of firm users

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  1. Site User: This is the standard user type with access to basic application functionality. All access to the settings features will be disabled for Site Users. Unless elevated settings are required, most users should be of this type.
  2. Site Admin User: This is the administrator for the application. An Admin user had access to modify all available settings for the application, accepts terms of use, add and delete users, and can enable configurations that can affect service charges incurred by the firm.