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
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 tick tick tick tick tick tick tick
Subscription management and billing tick tick no tick no tick no tick tick no tick
Add and manage account users no tick tick tick no tick no tick tick tick
Activate share clients and reports for other users no tick tick tick no tick no tick no tick no tick
Set up workgroups for teams or regional offices no tick tick tick no tick no tick no tick no tick
Share your clients and reports with other account users no tick tick tick tick no tick no tick no tick
Customise the Graphical User Interface (GUI) tick tick tick no tick no tick tick tick
Edit the content of the report template tick tick tick no tick no tick tick tick
Customise the report’s font, styling and colour scheme tick tick tick no tick no tick tick tick
Add custom investments, providers, and selectable options tick tick tick tick no tick tick tick
Upload your company’s logo tick tick tick no tick no tick tick tick
Create a custom set of ATR profiles / capacity for loss descriptions tick tick tick no tick no tick tick tick
Client / Report Library tick tick tick tick Client Library Only tick tick
Investment Library tick tick tick tick no tick tick tick
Provider Library tick tick tick tick no tick tick tick
Advice Options & Reasons (AO & AR) Library tick tick tick tick no tick tick tick
Hide investments, providers and AOs & ARs tick tick tick tick no tick tick tick
Share custom investments, providers and AOs & ARs with other account users no tick tick tick no tick no tick tick tick
Manage investments, providers and AOs & ARs for other account users no tick tick tick no tick no tick tick tick
Clone investments tick tick tick tick no tick tick tick
Preselect Advice Reasons tick tick tick tick no tick tick tick
Preselect Advice Reasons for other users no tick tick tick no tick no tick tick tick
Write suitability and annual review reports tick tick tick tick no tick tick tick
Customise the layout of each report via the Report Builder tick tick tick tick no tick tick tick
Write reports for other account users (if share clients / reports is active) no tick tick tick tick no tick no tick no tick
Clone / re-assign reports tick tick tick tick no tick tick tick
Clone investment strategies tick tick tick tick no tick tick tick

Solo Plan User Matrix

Solo Plan
Writer User
Account Owner
Edit user details tick
Subscription management and billing tick
Add and manage account users no tick
Activate share clients and reports for other users no tick
Set up workgroups for teams or regional offices no tick
Share clients and reports with other account users no tick
Customise the Graphical User Interface (GUI) tick
Edit the report template tick
Customise the report’s font, styling and colour scheme tick
Add custom investments, providers, advice options & reasons tick
Upload your company’s logo tick
Create a custom set of ATR profiles / capacity for loss descriptions tick
Client / Report library tick
Investment library tick
Provider library tick
Advice options & reasons (AO & AR) library tick
Hide investments, providers and AOs & ARs tick
Share custom investments, providers and AOs & ARs with other users no tick
Manage investments, providers and AOs & ARs for other account users no tick
Clone investments tick
Preselect advice reasons tick
Preselect advice reasons for other users no tick
Write suitability and annual review reports tick
Customise the structure & length of each report via the Report Builder tick
Write reports for other account users (if share cleints / reports is activated) no tick
Clone / re-assign reports tick
Clone investment strategies tick

Company Plan User Matrix

Company Plan
Writer User Reader User
Account Owner Account Admin Account User  
Edit user details tick tick tick tick
Subscription management and billing tick no tick no tick no tick
Add and manage account users tick tick no tick no tick
Activate share clients and reports for other users tick tick no tick no tick
Set up workgroups for teams or regional offices tick tick no tick no tick
Share clients and reports with other account users tick tick tick no tick
Customise the Graphical User Interface (GUI) tick tick no tick no tick
Edit the report template tick tick no tick no tick
Customise the report’s font, styling and colour scheme tick tick no tick no tick
Add custom investments, providers, advice options & reasons tick tick tick no tick
Upload your company’s logo tick tick no tick no tick
Create a custom set of ATR profiles / capacity for loss descriptions tick tick no tick no tick
Client / Report library tick tick tick Client Library Only
Investment library tick tick tick no tick
Provider library tick tick tick no tick
Advice options & reasons (AO & AR) library tick tick tick no tick
Hide investments, providers and AOs & ARs tick tick tick no tick
Share custom investments, providers and AOs & ARs with other users tick tick no tick no tick
Manage investments, providers and AOs & ARs for other account users tick tick no tick no tick
Clone investments tick tick tick no tick
Preselect advice reasons tick tick tick no tick
Preselect advice reasons for other users tick tick no tick no tick
Write suitability and annual review reports tick tick tick no tick
Customise the structure & length of each report via the Report Builder tick tick tick no tick
Write reports for other account users (if share cleints / reports is activated) tick tick tick no tick
Clone / re-assign reports tick tick tick no tick
Clone investment strategies tick tick tick no tick

Group Plan User Matrix

Group Plan
Writer User
Account Owner Account Admin
Edit user details tick tick
Subscription management and billing tick no tick
Add and manage account users tick tick
Active share clients and reports for other users no tick no tick
Set up workgroups for teams or regional offices no tick no tick
Share clients and reports with other account users no tick no tick
Customise the Graphical User Interface (GUI) tick tick
Edit the report template tick tick
Customise the report’s font, styling and colour scheme tick tick
Add custom investments, providers, advice options & reasons tick tick
Upload your company’s logo tick tick
Create a custom set of ATR profiles / capacity for loss descriptions tick tick
Client / Report library tick tick
Investment library tick tick
Provider library tick tick
Advice options & reasons (AO & AR) library tick tick
Hide investments, providers and AOs & ARs tick tick
Share custom investments, providers and AOs & ARs with other users tick tick
Manage investments, providers and AOs & ARs for other account users tick tick
Clone investments tick tick
Preselect advice reasons tick tick
Preselect advice reasons for other users tick tick
Write suitability and annual review reports tick tick
Customise the structure & length of each report via the Report Builder tick tick
Write reports for other account users (if share cleints / reports is activated) no tick no tick
Clone / re-assign reports tick tick
Clone investment strategies tick tick

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