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