The system makes provision for the following User roles:

• Investor – can only see his/her account, view only (no permission settings under user account)
• Adviser – can see client accounts, view only and submit instructions on client accounts (no permission settings under user account)
• Product Viewer – contact person can see all accounts on the product, view only (no permission settings under user account)
• Instrument provider – contact person can see total assets invested in instrument and download detailed transactions related to instrument (no permission settings under user account)
• Group administrator – user linked to a group, depending on Group Permission on user he can (or not) edit, and update members and submit contributions
• Administrator – by using Global Permissions on the user account we restrict visibility of certain buttons and menu items. There is no specific “View accounts only” permission, and even if you restrict certain menu’s like “Banking”, the user can still get to the bank account via the Recon links on an instruction.

Last Updated on 8 years ago by Antoinette Van Meyeren