User Privileges | Description |
Master Supervisor | Top Level Supervisor in m2Advisor - Restricted to 1 Client User and can only be maintained by M2 Staff |
Company Override (Master) | Allows View-Only access to Clients from other Companies within a Master Company |
Access Clients of All Execs | Allows access to all Clients in a Company overriding Executive Override privacy on any Client + Access to all Strategies in a Company |
Compliance Supervisor | Access to the Compliance Supervisor functions in m2Advisor |
Compliance Group Update | Ability to modify the Compliance Group added to a Client |
Library Supervisor | Ability to delete or replace Documents in the Library irrespective of the person who created it |
Client Add Delete | Ability to add, delete or update a Client in m2Advisor |
Linked Client Maint | Ability to maintain multiple Ex Links to one M2 ClientID - a restricted function usually for m2 Interface Ops staff only - initially allow Add only - only M2 staff can add this privilege |
Report Package Full | Ability to nominate a Report Package for Company-wide use |
Management Reports | Access to the Management Reports sub-tab of the Reports in m2Advisor |
Private Asset Maintenance | Ability to Add or Modify an Asset which is 'private' to the Advisory Firm (Controller) |
Receipt Client Docs | Ability to receipt Client Documents into the Library |
Receipt Asset Docs | Ability to receipt Asset Documents into the Library |
Receipt General Docs | Ability to receipt General Documents into the Library |
Movements Quik Entry | Ability to use Quik entry to add Movements from m2Advisor |
Movements Delete | Ability to delete a Movement in m2Advisor |
Movements AssetIn Splitout | Ability to right-click and AssetIN Movement and split out unto underlying parcels with different Cost Bases and dates |
Movement Income Conversion | Ability to right-click a cash movement and convert it to an income movement - e.g., dividend, distribution, also applies to Expense conversions |
Payments | Access to the Payments facilities |
Instructions | Access to Instructions facilities |
Payments Authorisation | Ability to Authorise Payment Instructions |
Payments Payee Registration | Ability to maintain (Add, Change, Delete) Payee Registration for Payments |
Strategy Models View | Access to the Strategies Models sub-tab to view Models |
Strategy Model Update | Ability to update a Strategy Model |
Strategy Model Del Add | Ability to Delete or Add a Strategy Model |
Interfaces-Verify-View | View access to the Home-Interfaces-Verify Movements page without any update capability |
User Maint View | View access to the Home-SysAdmin-Users page without any update capability |
User Password Reset | View access to the Home-SysAdmin-Users page plus Password Reset ability but without any other update capability |
Users Full Maintenance | Access to the Home-SysAdmin-Users page plus full User Maintenance capability |
M2A Manual Data Input View | Access to the Home.Data Input.Manual Input page - Review only |
M2A Manual Data Input Update | Access to the Home.Dat Input.Manual Input page with ability to update the data input functions |
Comments
0 comments
Please sign in to leave a comment.