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 | |||||||||
Manage account users | |||||||||
Upload a headshot and signature image | |||||||||
Mandate 2FA for all users | |||||||||
Customise and manage boilerplate report content on behalf of the company | |||||||||
Share and mandate custom content with linked accounts | |||||||||
Manage the report sections on behalf of the company | |||||||||
Create custom report sections | |||||||||
Add a background image to the report title page | |||||||||
Upload the company’s logo & favicon | |||||||||
Customise the report’s font, styling and colour scheme | |||||||||
Customise the Graphical User Interface (GUI) | |||||||||
Cascade down branding to linked accounts | |||||||||
Investment Library | |||||||||
Provider Library | |||||||||
Client & Report Library | |||||||||
Attitude to Risk Library | |||||||||
Advice Options & Reasons Library | |||||||||
Hide library items | |||||||||
Share custom library items with other account users | |||||||||
Share custom library items with linked accounts | |||||||||
Write reports for themselves or other users within their account | |||||||||
Have reports written for them by other account users | |||||||||
Tailor the structure of each report via the Report Builder | |||||||||
Report Template Library | |||||||||
Share report templates with other account users | |||||||||
Share report templates with linked accounts |
Account admin | Customisation |
Content libraries | Reports |
Solo Plan User Matrix
Solo Plan | ||
---|---|---|
Writer User | Reader User | |
Account Owner | ||
Subscription management and billing | ||
Manage account users | ||
Upload a headshot and signature image | ||
Mandate 2FA for all users | ||
Customise and manage boilerplate report content on behalf of the company | ||
Share and mandate custom content with linked accounts | ||
Manage the report sections on behalf of the company | ||
Create custom report sections | ||
Add a background image to the report title page | ||
Upload the company’s logo & favicon | ||
Customise the report’s font, styling and colour scheme | Customise the Graphical User Interface (GUI) | Cascade down branding to linked accounts |
Investment Library | ||
Provider Library | ||
Client & Report Library | ||
Attitude to Risk Library | ||
Advice Options & Reasons Library | ||
Hide library items | ||
Share custom library items with other account users | ||
Share custom library items with linked accounts | ||
Write reports for themselves or other users within their account | ||
Have reports written for them by other account users | ||
Tailor the structure of each report via the Report Builder | ||
Report Template Library | ||
Share report templates with other account users | ||
Share report templates with linked accounts |
Company Plan User Matrix
Company Plan | ||||
---|---|---|---|---|
Writer User | Reader User | |||
Account Owner | Account Admin | Account User | ||
Subscription management and billing | ||||
Manage account users | ||||
Upload a headshot and signature image | ||||
Mandate 2FA for all users | ||||
Customise and manage boilerplate report content on behalf of the company | ||||
Share and mandate custom content with linked accounts | ||||
Manage the report sections on behalf of the company | ||||
Create custom report sections | ||||
Add a background image to the report title page | ||||
Upload the company’s logo & favicon | ||||
Customise the report’s font, styling and colour scheme | ||||
Customise the Graphical User Interface (GUI) | ||||
Cascade down branding to linked accounts | ||||
Investment Library | ||||
Provider Library | ||||
Client & Report Library | ||||
Attitude to Risk Library | ||||
Advice Options & Reasons Library | ||||
Hide library items | ||||
Share custom library items with other account users | ||||
Share custom library items with linked accounts | ||||
Write reports for themselves or other users within their account | ||||
Have reports written for them by other account users | ||||
Tailor the structure of each report via the Report Builder | ||||
Report Template Library | ||||
Share report templates with other account users | ||||
Share report templates with linked accounts |
Group Plan User Matrix
Group Plan | ||
---|---|---|
Writer User | ||
Account Owner | Account Admin | |
Subscription management and billing | ||
Manage account users | ||
Upload a headshot and signature image | ||
Mandate 2FA for all users | ||
Customise and manage boilerplate report content on behalf of the company | ||
Share and mandate custom content with linked accounts | ||
Manage the report sections on behalf of the company | ||
Create custom report sections | ||
Add a background image to the report title page | ||
Upload the company’s logo & favicon | ||
Customise the report’s font, styling and colour scheme | Customise the Graphical User Interface (GUI) | Cascade down branding to linked accounts |
Investment Library | ||
Provider Library | ||
Client & Report Library | ||
Attitude to Risk Library | ||
Advice Options & Reasons Library | ||
Hide library items | ||
Share custom library items with other account users | ||
Share custom library items with linked accounts | ||
Write reports for themselves or other users within their account | ||
Have reports written for them by other account users | ||
Tailor the structure of each report via the Report Builder | ||
Report Template Library | ||
Share report templates with other account users | ||
Share report templates with linked accounts |
Only included as standard for some plan types. |