Skip to content
ACE Help
  • Knowledgebase
ACE Help
  • Home
  • About
  • Work With Me
    • Books
    • Stage Shows
    • One-on-One Counseling
  • Blog
  • Contact

Cosec User

⌘K
  • Cosec User Overview
  • Assistants
    • Creating An Assistant
    • Assign Assistant to a Client
    • Change or Remove Assistant to a Client
  • Clients
    • Add New Client
    • Edit Client
    • Assigning New Clients Task to Assistant
  • Library
    • People
    • Entities
    • Auditors
  • Client Menu
    • Overview
    • Client Information
    • Register of Members
      • Register A Person
      • Register An Entity
      • Register A Client as Member
      • Shares Transaction
      • Shares Type
      • Dividend Voucher
      • Generate Register
      • Shares Allotment
    • Register of Substantial Shareholdings
    • Register of Beneficial Owners
    • Register of Directors
    • Register of Managers
  • Templates
  1. Home
  2. Docs
  3. Cosec User
  4. Assistants

Assistants

As assistant account has the same abilities and permissions as their parent Cosec to better help managing their clients. The only secured area is the Register of Beneficial Owner (RBO) section, which the Cosec can allow or remove access an assistant is assigned to a client.

Assistant account are created by the Cosec.

Articles

  • Creating An Assistant
  • Assign Assistant to a Client
  • Change or Remove Assistant to a Client

Doc navigation

← Cosec User OverviewClients →

Copyright © 2026 ACE Knowledgebase