A role determines what a user can and cannot do within their account

Key:

  Account admin   Customisation   Content libraries   Reports



Solo Plan Company Plan Group Plan
Writer User Reader User Writer User Reader User Writer User
Account Owner   Account Owner Account Admin Account User   Account Owner Account Admin
Subscription management and billing tick no tick tick no tick no tick no tick tick no tick
Manage account users tick no tick tick tick no tick no tick tick tick
Activate 2FA for their account tick tick tick tick tick tick tick tick
Mandate 2FA for all account users tick no tick tick tick no tick no tick tick tick
Customise and manage boilerplate report content on behalf of the company tick no tick tick tick no tick no tick tick tick
Share and mandate custom content with linked accounts no tick no tick no tick no tick no tick no tick tick tick
Manage the report sections on behalf of the company no tick no tick asterisk asterisk no tick no tick tick tick
Create custom report sections no tick no tick asterisk asterisk no tick no tick tick tick
Add a background image to the report title page no tick no tick asterisk asterisk no tick no tick tick tick
Custom report footers no tick no tick asterisk asterisk no tick no tick tick tick
Upload the company’s logo & favicon tick no tick tick tick no tick no tick tick tick
Customise the report’s font, styling and colour scheme tick no tick tick tick no tick no tick tick tick
Customise the Graphical User Interface (GUI) tick no tick tick tick no tick no tick tick tick
Cascade down branding to linked accounts no tick no tick no tick no tick no tick no tick tick tick
Client & Report Library tick tick tick tick tick tick tick tick
Investment Library tick no tick tick tick tick no tick tick tick
Provider Library tick no tick tick tick tick no tick tick tick
Attitude to Risk Library tick no tick tick tick no tick no tick tick tick
Advice Options & Reasons Library tick no tick tick tick tick no tick tick tick
Plan Charges Profiles Library tick no tick tick tick no tick no tick tick tick
Hide library items tick no tick tick tick tick no tick tick tick
Add custom library items tick no tick tick tick tick no tick tick tick
Share custom library items with other account users no tick no tick tick tick no tick no tick tick tick
Share custom library items with linked accounts no tick no tick no tick no tick no tick no tick tick tick
Create ‘draft’ reports for themselves or other users within their account via the Report Builder tick no tick tick tick tick no tick tick tick
Edit their own or other users’ ‘draft’ reports via the Report Editor. tick tick tick tick tick tick tick tick
Upload ‘published’ reports into their back-office system. tick tick tick tick tick tick tick tick
Create report templates tick no tick tick tick tick no tick tick tick
Share report templates with other account users no tick no tick tick tick no tick no tick tick tick
Share report templates with linked accounts no tick no tick no tick no tick no tick no tick tick tick
  Account admin   Customisation

  Content libraries   Reports


Solo Plan User Matrix

Solo Plan
Writer User Reader User
Account Owner  
Subscription management and billing tick no tick
Manage account users tick no tick
Activate 2FA for their account tick tick
Mandate 2FA for all account users tick no tick
Customise and manage boilerplate report content on behalf of the company tick no tick
Share and mandate custom content with linked accounts no tick no tick
Manage the report sections on behalf of the company no tick no tick
Create custom report sections no tick no tick
Add a background image to the report title page no tick no tick
Custom report footers no tick no tick
Upload the company’s logo & favicon tick no tick
Customise the report’s font, styling and colour scheme tick no tick
Customise the Graphical User Interface (GUI) tick no tick
Cascade down branding to linked accounts no tick no tick
Client & Report Library tick tick
Investment Library tick no tick
Provider Library tick no tick
Attitude to Risk Library tick no tick
Advice Options & Reasons Library tick no tick
Plan Charges Profiles Library tick no tick
Hide library items no tick no tick
Add custom library items tick no tick
Share custom library items with other account users no tick no tick
Share custom library items with linked accounts no tick no tick
Create ‘draft’ reports for themselves or other users within their account via the Report Builder tick no tick
Edit their own or other users’ ‘draft’ reports via the Report Editor tick tick
Upload ‘published’ reports into their back-office system tick tick
Create report templates tick no tick
Share report templates with other account users no tick no tick
Share report templates with linked accounts no tick no tick

Company Plan User Matrix

Company Plan
Writer User Reader User
Account Owner Account Admin Account User  
Subscription management and billing tick no tick no tick no tick
Manage account users tick tick no tick no tick
Activate 2FA for their account tick tick tick tick
Mandate 2FA for all account users tick tick no tick no tick
Customise and manage boilerplate report content on behalf of the company tick tick no tick no tick
Share and mandate custom content with linked accounts no tick no tick no tick no tick
Manage the report sections on behalf of the company asterisk asterisk no tick no tick
Create custom report sections asterisk asterisk no tick no tick
Add a background image to the report title page asterisk asterisk no tick no tick
Custom report footers asterisk asterisk no tick no tick
Upload the company’s logo & favicon tick tick no tick no tick
Customise the report’s font, styling and colour scheme tick tick no tick no tick
Customise the Graphical User Interface (GUI) tick tick no tick no tick
Cascade down branding to linked accounts no tick no tick no tick no tick
Client & Report Library tick tick tick tick
Investment Library tick tick tick no tick
Provider Library tick tick tick no tick
Attitude to Risk Library tick tick no tick no tick
Advice Options & Reasons Library tick tick tick no tick
Plan Charges Profiles Library tick tick no tick no tick
Hide library items tick tick tick no tick
Add custom library items tick tick tick no tick
Share custom library items with other account users tick tick no tick no tick
Share custom library items with linked accounts no tick no tick no tick no tick
Create ‘draft’ reports for themselves or other users within their account via the Report Builder tick tick tick no tick
Edit their own or other users’ ‘draft’ reports via the Report Editor tick tick tick tick
Upload ‘published’ reports into their back-office system tick tick tick tick
Create report templates tick tick tick no tick
Share report templates with other account users tick tick no tick no tick
Share report templates with linked accounts no tick no tick no tick no tick

Group Plan User Matrix

Group Plan
Writer User
Account Owner Account Admin
Subscription management and billing tick no tick
Manage account users tick tick
Activate 2FA for their account tick tick
Mandate 2FA for all account users tick tick
Customise and manage boilerplate report content on behalf of the company tick tick
Share and mandate custom content with linked accounts tick tick
Manage the report sections on behalf of the company tick tick
Create custom report sections tick tick
Add a background image to the report title page tick tick
Custom report footers tick tick
Upload the company’s logo & favicon tick tick
Customise the report’s font, styling and colour scheme tick tick
Customise the Graphical User Interface (GUI) tick tick
Cascade down branding to linked accounts tick tick
Client & Report Library tick tick
Investment Library tick tick
Provider Library tick tick
Attitude to Risk Library tick tick
Advice Options & Reasons Library tick tick
Plan Charges Profiles Library tick tick
Hide library items tick tick
Add custom library items tick tick
Share custom library items with other account users tick tick
Share custom library items with linked accounts tick tick
Create ‘draft’ reports for themselves or other users within their account via the Report Builder tick tick
Edit their own or other users’ ‘draft’ reports via the Report Editor tick tick
Upload ‘published’ reports into their back-office system tick tick
Create report templates tick tick
Share report templates with other account users tick tick
Share report templates with linked accounts tick tick


Only included as standard for some plan types.

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