- Changing User Privileges

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