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Entitlements

Entitlements determine what users can do. Commercial entitlements are composed of transaction types with different rights and limits.

Treasury entitlements are more complex than Commercial entitlements. The Company Policy and User Roles entitlements determine a user's access to certain accounts, features, limits, and rights.

Each policy contains actions, features, and accounts. Policy types include:

Policy types
Type	Description
Company Policy	A group of Allowed Actions that applies to an entire company.
User Role Policy	A group of Allowed Actions for User Roles. Each user needs to be assigned to one User Role. Each one has its own policy.

The Company Policy and User Role Policy permit or limit the actions that users can take. Depending on your entitlement settings, you can make edits to your User Role and Company Policies, if allowed by your financial institution. You must save your changes, then log out, and log in to make the changes effective.