Roles | Functionality | Permissions |
Office User (Admin User) | Importing of statements | View & Edit |
| Linking and Unlinking of Clients | View & Edit |
| Allocating & Deallocating of statements | View & Edit |
| Clients, Products & Products Agreements Sections, settings, Partners, Agreements, Reports | View & Edit |
| Downloading of Unlinked but not the importing thereof | View & Edit |
| Dashboard (Home) | View & Edit |
| Clients | Download unlinked report |
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Office Viewer | Clients, Products & Products Agreements Sections | View |
| Products per client | View |
| Audit Trail (Recent Activity) | View |
| Training Tab | View |
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Commission Editor | Importing of statements | View & Edit |
| Linking & Unlinking of Clients | View & Edit |
| Allocating & Deallocating of statements | View & Edit |
| Dashboard (Home) | View only general production figures. Partner production graph is omitted. |
| Audit Trail (Recent Activity) | View |
| Training Tab | View |
| Clients, Products & Products Agreements Sections, settings, Partners, Agreements | No Access |
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Commission Viewer | Commission statements | View & Download |
| Statement items | View |
| Dashboard (Home) | View only general production figures. Partner production graph is omitted. |
| Audit Trail (Recent Activity) | View |
| Training Tab | View |
| Clients, Products & Products Agreements Sections, settings, Partners, Agreements, Linking, Allocating | No Access |
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Client Commission Viewer | Audit Trail (Recent Activity) | View |
| Training Tab | View |
| Clients, Products & Products Agreements Sections | View only |
| Commission and products per client | View only |
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Client Viewer | Clients, Products & Products Agreements Sections | View |
| Products per client | View |
| Audit Trail (Recent Activity) | View |
| Training Tab | View |
If your office needs to add or remove a user, please email [email protected] with the necessary details.
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βImportant: All user management requests must come from an admin user within your office. This ensures that changes are properly authorized and helps maintain data integrity.
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To add a new user, the admin should include the following information in the email:
Name & Surname
Phone Number
Email Address