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Client System Administrator (CSA)

Who this is: Runs the staff and settings of one tenant (the client organisation).

Can see

  • Finance, schemes, monitoring, users, roles (view only), integrations, providers, audit trail, security, system health, configuration and messaging.

Can do

  • Invite and manage staff in their own tenant.
  • Save escalation service levels and early-warning thresholds.
  • Work as scheme Admin, Registrar, Valuation and Portfolio user.
  • Record a finance transaction as the maker.
  • Resolve escalations at level 2 (the highest level).
  • Generate reports and download exports.

Can never do

  • Save role policies. Only the PSA can do this.
  • Change the MFA policy.
  • Change withholding tax on a scheme.
  • Approve or reject a finance transaction. The CSA is not a checker.
  • Approve NAV or dividends for a scheme. Only a Finance Approver can do this.

Top 5 tasks

  1. Invite a staff member and set their role and scope.
  2. Save the escalation service levels.
  3. Open a scheme: Investment schemes, then Manage, then Open.
  4. Resolve a level-2 escalation.
  5. Generate a report and download it from Exports.