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Every person who signs in has one role, tied to one organisation. The role decides which workspace you see and what you can do there. The organisation decides whose records you see: an employer user sees only their own employer, a trustee only the trusts it holds, and so on.

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The roles

Platform administrator (SSA)

Organisation: EOSB, the platform operator.Responsible for: registering employers, trustees and fund managers; setting up and activating employers; approving changes to employee salary, start date and payment details; paying out approved benefits; user accounts; benchmarks; payment service providers.Can also: do anything an employer does with employees or funding, on their behalf; decide fund manager budgets; record verification decisions when MELSS asks.Cannot: confirm employer funding, approve a benefit payment, or move trust money to or from the fund manager. Those belong to the trustee.
Organisation: MELSS.Responsible for: verifying every employer, trustee and fund manager before it can take part.Sees: every active employer’s monthly accruals, computation exceptions and transaction ledger. These views are read-only.Cannot: change records or move money.
Organisation: one employer.Responsible for: registering employees and keeping their records accurate; terminating leavers; paying into the trust and submitting proof; approving or rejecting fund manager budgets for its trust.Sees: its own employees, liability ledger, trust, funding history and the trust’s portfolio (read-only).Cannot: change salary, start date or payment details without approval; see other employers.
Organisation: one trustee, holding one or more trusts.Responsible for: confirming employer payments; approving or rejecting leavers’ benefit payments; logging transfers to the fund manager; approving recognitions that differ from what was sent; confirming money returned; approving expenses above SLE 100,000; deciding budgets.Sees: the trusts it holds, their portfolios, allocation and returns.Cannot: pay a benefit out (the administrator does that), or post expenses and buy assets (the fund manager does).
Organisation: one fund manager, managing one or more trusts.Responsible for: recognising cash from the trustee; setting up portfolio frameworks; buying assets and recording income, valuations and write-offs; proposing budgets and posting expenses; returning money to the trust; month-end snapshots and reconciliation.Cannot: spend without an approved budget, spend above SLE 100,000 without the trustee, or use one trust’s cash for another.
Organisation: their employer.Employees are told by SMS and email when they are registered, and their benefit is paid to their payout account or SmartPay wallet. An employee portal is planned; employees do not sign in yet.
Reserved for a custodian of trust assets. The role exists and accounts can be created, but the custodian workspace is planned and has no functions yet.

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Who does what

D = does it · A = approves or confirms it · V = can view it · — = no part.

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Onboarding

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Employees

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Money

For a budget, any one of the approvers settles it: whoever decides first.

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Investments and oversight

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One person, one role

A person who works for two organisations, or needs two roles, needs two accounts. Your role and organisation are shown in Settings › Access. To change them, ask the platform administrator.