Skip to main content
NBID
NBID Network crosses 800 member banks

Admin user roles and permissions

Updated October 27, 2026

In support of secure and compliant access to the NBID Admin Portal, institutions can leverage role-based permissions to control who can access and manage different areas of the platform. This allows you to align portal access with your internal team structure and compliance requirements while ensuring users have access to the functionality relevant to their responsibilities. In summary, User Roles & Permissions help your institution:

  • Delegate responsibilities without over-granting access
  • Enforce separation of duties
  • Support internal security and compliance requirements

Roles

The Admin Portal allows for six pre-defined roles to align Portal functionality with your team's structure:

  1. Institution Admin: Executive administrators, primary portal owners
  2. Program Admin: Operations teams, Business Banking
  3. Receive Program Admin: Finance, Accounting, and ALCO team members
  4. Sweep Program Admin: Deposit gathering and client onboarding teams
  5. User Management Admin: IT and Compliance teams
  6. View Only: Risk, Accounting, and Audit teams

Roles and access

A full breakdown of roles and access is below:

Admin Portal access by role
AreaInstitution AdminProgram AdminReceive Program AdminSweep Program AdminUser Management AdminView Only
Sweep ProgramInstitution Admin: full accessProgram Admin: full accessNo accessSweep Program Admin: full accessNo accessView only
Receive ProgramInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessNo accessNo accessView only
Program TransitionsInstitution Admin: full accessProgram Admin: full accessNo accessSweep Program Admin: full accessNo accessView only
Institution SettingsInstitution Admin: full accessProgram Admin: full accessNo accessNo accessUser Management Admin: full accessView only
Admin User ManagementInstitution Admin: full accessNo accessNo accessNo accessUser Management Admin: full accessView only
Depositor User ManagementInstitution Admin: full accessProgram Admin: full accessNo accessSweep Program Admin: full accessNo accessNo access
OnboardingInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessSweep Program Admin: full accessUser Management Admin: full accessView only
Partner SuccessInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessSweep Program Admin: full accessUser Management Admin: full accessView only
BrandingInstitution Admin: full accessProgram Admin: full accessNo accessNo accessUser Management Admin: full accessView only
Prospect FinderInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessSweep Program Admin: full accessUser Management Admin: full accessView Only: full access
DocumentsInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessSweep Program Admin: full accessNo accessView Only: full access
Resource CenterInstitution Admin: full accessProgram Admin: full accessReceive Program Admin: full accessSweep Program Admin: full accessUser Management Admin: full accessView Only: full access

Need a hand? Reach out to your NBID Regional Director or email support@nbid.com.