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Setting up new Users

User Management

All users must be assigned a Role and a Licence.

Definition of Role  

A role determines the user’s permission to access the core functionality/resources.

Definition of Licence  

User licenses are primarily to control what App(s) within the App Store users can subscribe to. 

Role Types

Permission

Details

Admin

(Suited for System Admin or Business Owner)

  • Access to all Contacts

  • Access to Store

  • Access to Settings

  • Can grant access to specific clients to users with Limited and Viewer roles. 

  • Can subscribe to apps for all other users. 

  • Controls billing details, access templates for Workflows, Agreements, and Documents. 

Standard

(Suited for Advisers, in-house Paraplanners, Support staff)

  • Access to all Contacts List 

  • No access to Store 

  • No access to Setting

  • Can grant access to specific clients to users with Limited and Viewer roles. 

  • Can only use apps subscribed to by Admin user. 

Limited

(Suitable for Outsource Paraplanners)

  • Permission-only access to Contacts 

  • No access to Store 

  • No access to Settings 

  • Can only access permitted clients. 

  • Can only use apps subscribed to by Admin user. 

Viewer

(Suitable for Compliance Managers and Auditors)

  • Permission-only access to Contacts 

  • Read-only access 

  • Can only access permitted clients. 

  • Read-only access to CRM & file notes 

  • No access to apps. 

Licence Types

Details

Basic

  • Access to Basic Client Details  

  • File Notes  

  • Workflows 

  • Service Agreements  

  • Document Generation  

Essential

  • Basic package features  

  • Client Engagement App  

  • Client Fact Find fields  

  • Access to Connector Apps* 

Premium

  • Essential package features 

  • SOA Wizard and template  

  • ROA Wizard and template  

  • DynamicDocs

  • Quest 

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