A role determines what a user can and cannot do within their account
Key:
Account admin
Customisation
Libraries
Reports
| Solo Plan | Company Plan | Group Plan | ||||||
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| Writer User | Writer User | Reader User | Writer User | |||||
| Account Owner | Account Owner | Account Admin | Account User | Account User | Account Owner | Account Admin | ||
| Edit user details |  |
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| Subscription management and billing | |
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| Add and manage account users | |
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| Activate share clients and reports for other users | |
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| Set up workgroups for teams or regional offices | |
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| Share your clients and reports with other account users | |
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| Customise the Graphical User Interface (GUI) | |
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| Edit the content of the report template | |
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| Customise the report’s font, styling and colour scheme | |
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| Add custom investments, providers, and selectable options | |
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| Upload your company’s logo | |
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| Create a custom set of ATR profiles / capacity for loss descriptions | |
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| Client / Report Library | |
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Client Library Only | |
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| Investment Library | |
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| Provider Library | |
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| Advice Options & Reasons (AO & AR) Library | |
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| Hide investments, providers and AOs & ARs | |
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| Share custom investments, providers and AOs & ARs with other account users | |
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| Manage investments, providers and AOs & ARs for other account users | |
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| Clone investments | |
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| Preselect Advice Reasons | |
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| Preselect Advice Reasons for other users | |
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| Write suitability and annual review reports | |
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| Customise the layout of each report via the Report Builder | |
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| Write reports for other account users (if share clients / reports is active) | |
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| Clone / re-assign reports | |
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| Clone investment strategies | |
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Solo Plan User Matrix
| Solo Plan | |
|---|---|
| Writer User | |
| Account Owner | |
| Edit user details | |
| Subscription management and billing | |
| Add and manage account users | |
| Activate share clients and reports for other users | |
| Set up workgroups for teams or regional offices | |
| Share clients and reports with other account users | |
| Customise the Graphical User Interface (GUI) | |
| Edit the report template | |
| Customise the report’s font, styling and colour scheme | |
| Add custom investments, providers, advice options & reasons | |
| Upload your company’s logo | |
| Create a custom set of ATR profiles / capacity for loss descriptions | |
| Client / Report library | |
| Investment library | |
| Provider library | |
| Advice options & reasons (AO & AR) library | |
| Hide investments, providers and AOs & ARs | |
| Share custom investments, providers and AOs & ARs with other users | |
| Manage investments, providers and AOs & ARs for other account users | |
| Clone investments | |
| Preselect advice reasons | |
| Preselect advice reasons for other users | |
| Write suitability and annual review reports | |
| Customise the structure & length of each report via the Report Builder | |
| Write reports for other account users (if share cleints / reports is activated) | |
| Clone / re-assign reports | |
| Clone investment strategies | |
Company Plan User Matrix
| Company Plan | ||||
|---|---|---|---|---|
| Writer User | Reader User | |||
| Account Owner | Account Admin | Account User | ||
| Edit user details | |
|
|
|
| Subscription management and billing | |
|
|
|
| Add and manage account users | |
|
|
|
| Activate share clients and reports for other users | |
|
|
|
| Set up workgroups for teams or regional offices | |
|
|
|
| Share clients and reports with other account users | |
|
|
|
| Customise the Graphical User Interface (GUI) | |
|
|
|
| Edit the report template | |
|
|
|
| Customise the report’s font, styling and colour scheme | |
|
|
|
| Add custom investments, providers, advice options & reasons | |
|
|
|
| Upload your company’s logo | |
|
|
|
| Create a custom set of ATR profiles / capacity for loss descriptions | |
|
|
|
| Client / Report library | |
|
|
Client Library Only |
| Investment library | |
|
|
|
| Provider library | |
|
|
|
| Advice options & reasons (AO & AR) library | |
|
|
|
| Hide investments, providers and AOs & ARs | |
|
|
|
| Share custom investments, providers and AOs & ARs with other users | |
|
|
|
| Manage investments, providers and AOs & ARs for other account users | |
|
|
|
| Clone investments | |
|
|
|
| Preselect advice reasons | |
|
|
|
| Preselect advice reasons for other users | |
|
|
|
| Write suitability and annual review reports | |
|
|
|
| Customise the structure & length of each report via the Report Builder | |
|
|
|
| Write reports for other account users (if share cleints / reports is activated) | |
|
|
|
| Clone / re-assign reports | |
|
|
|
| Clone investment strategies | |
|
|
|
Group Plan User Matrix
| Group Plan | ||
|---|---|---|
| Writer User | ||
| Account Owner | Account Admin | |
| Edit user details | |
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| Subscription management and billing | |
|
| Add and manage account users | |
|
| Active share clients and reports for other users | |
|
| Set up workgroups for teams or regional offices | |
|
| Share clients and reports with other account users | |
|
| Customise the Graphical User Interface (GUI) | |
|
| Edit the report template | |
|
| Customise the report’s font, styling and colour scheme | |
|
| Add custom investments, providers, advice options & reasons | |
|
| Upload your company’s logo | |
|
| Create a custom set of ATR profiles / capacity for loss descriptions | |
|
| Client / Report library | |
|
| Investment library | |
|
| Provider library | |
|
| Advice options & reasons (AO & AR) library | |
|
| Hide investments, providers and AOs & ARs | |
|
| Share custom investments, providers and AOs & ARs with other users | |
|
| Manage investments, providers and AOs & ARs for other account users | |
|
| Clone investments | |
|
| Preselect advice reasons | |
|
| Preselect advice reasons for other users | |
|
| Write suitability and annual review reports | |
|
| Customise the structure & length of each report via the Report Builder | |
|
| Write reports for other account users (if share cleints / reports is activated) | |
|
| Clone / re-assign reports | |
|
| Clone investment strategies | |
|