Director (Level 6) permissions

Full permissions for the Director role — the super administrator of the Zato platform.

The Director is the super administrator of the Zato platform with complete visibility and control. The onboarding email invite is sent to the Director, who then creates other users and assigns roles.

Firm setup

  • Accept and manage Zato Terms of Use
  • Manage firm branding, company details, and system configuration
  • Create, edit, view, and manage users
  • Assign roles and access levels
  • Manage questionnaires

Client management

  • Create, edit, view, group, reset, and bulk-assign clients
  • View all clients across the firm

Job processing & automation

  • Upload Trial Balance and supporting documents
  • Perform CoA mapping
  • Run automation workflows and analyse results

Workpapers, GL Scrutiny & journals

  • Prepare, review, approve, and reject all outputs
  • Send for review
  • Sign off the final document after review

Command Centre

  • Raise, respond to, investigate, ignore, revoke, and delete all internal, batch, and client queries
  • Add and resolve review points
  • Send queries to clients

Restrictions: None.

If the firm has only a Director (or Director + Admin), the Manager and Accountant fields can be left empty during client creation. The client is automatically assigned to the Director.