A role determines what a user can and cannot do within your 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 Owner | Account Admin | |||
Subscription management and billing | ![]() |
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Add and manage account users | ![]() |
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Edit other users’ details | ![]() |
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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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Add user details, and upload a headshot and signature image | ![]() |
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Share their 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 company’s 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 the company’s logo & favicon | ![]() |
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Create custom ATR profiles / capacity for loss descriptions | ![]() |
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Client / Report Library | ![]() |
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Report Template Library | ![]() |
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Investment Library | ![]() |
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Provider Library | ![]() |
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Advice Options & Reasons Library | ![]() |
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Hide investments, providers, report templates and selectable options | ![]() |
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Share custom investments, providers, report templates and selectable options with other account users | ![]() |
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Manage investments, providers, report templates and selectable options for other account users | ![]() |
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Write reports for themselves | ![]() |
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Write reports for other account users (if share clients / reports has been activated) | ![]() |
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Have reports written for them by another account user | ![]() |
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Tailor the structure of each report via the Report Builder | ![]() |
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Access all Report Types | ![]() |
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Solo Plan User Matrix
Solo Plan | |
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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 | ||||
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Writer User | Reader User | |||
Account Owner | Account Admin | Account User | ||
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 clients and reports with other account users | ![]() |
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Customise the Graphical User Interface (GUI) | ![]() |
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Edit the report template | ![]() |
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Customise the report’s font, styling and colour scheme | ![]() |
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Add custom investments, providers, advice options & reasons | ![]() |
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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 |
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 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 structure & length of each report via the Report Builder | ![]() |
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Write reports for other account users (if share cleints / reports is activated) | ![]() |
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Clone / re-assign reports | ![]() |
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Clone investment strategies | ![]() |
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Group Plan User Matrix
Group Plan | ||
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Writer 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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Active share clients and reports for other users | ![]() |
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Set up workgroups for teams or regional offices | ![]() |
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Share clients and reports with other account users | ![]() |
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Customise the Graphical User Interface (GUI) | ![]() |
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Edit the report template | ![]() |
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Customise the report’s font, styling and colour scheme | ![]() |
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Add custom investments, providers, advice options & reasons | ![]() |
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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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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 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 structure & length of each report via the Report Builder | ![]() |
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Write reports for other account users (if share cleints / reports is activated) | ![]() |
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Clone / re-assign reports | ![]() |
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Clone investment strategies | ![]() |
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