Your team's roles on Zato
The key roles your firm needs configured in Zato, what each one does, and the full permission level reference.
Your firm needs three roles configured in Zato before go-live. Connect handles all platform setup — what we need from you is confirmation of who fills each role.
Before we initiate formal onboarding, it is highly advisable to nominate an internal transition Champion. This designated Champion owns the transition and ongoing relationship with Connect — confirming GL Scrutiny rules at setup and nominating which jobs go to Connect, with assigned managers and directors per job. Typically a director, partner, or senior manager.
Reviewer / Manager — required
Reviews workpapers in Zato, raises review points, and approves client queries before they are sent. Multiple Reviewers per firm is fine. We will work together to get review time down significantly from day one.
Director — required
Final sign-off in Zato once all workpapers are manager-approved. Your firm nominates which directors are set up — Connect configures access accordingly.
Administrator — optional
Manages the client portal — sending questionnaires and handling client responses. Can be added as your firm expands use of the platform.
Full permission reference
Email your Partner Success Manager with each person's name, email address, and role before 6 April to ensure your firm is configured and ready to go.