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Roles & Access
Role | Access Level | Description |
---|---|---|
Viewer | Limited | Access limited to User Setup. |
User | Basic | Access to all functionalities except Firm Management. |
Admin | Advanced | Access to User Management, Firm Management, and more. |
MgaAdmin | Advisor Management | Identifies admins within MGA. Access to Advisor Management. |
MgaUser | - | Identifies users within MGA. |
ReportsAdmin | All Reports | Access to all available reports. |
ReportsUser | Registry Report | Access to only the Registry Report. |
Advisor | Advisor | Identifies the user as an Advisor. |
Role Suggestions
IDC WIN Admin: User + Admin + MgaAdmin + ReportsAdmin
IDC WIN Reporting: User + Admin + MgaUser + ReportsUser
IDC WIN User: User + MgaUser
Basic User/Advisor: Advisor + User
User/Advisor + Firm's Admin: Advisor + User + Admin
You are part of the production trial group, your access is in good standing until further notice.
If you have any concerns, please e-mail registration@advisorconx.ca
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