Access within the platform is regulated through authorization roles, allowing for the separation of users who actively trade on behalf of clients from those who do not engage in trading but may handle asset transfers or onboarding tasks.
The roles assigned to a user dictate the modules accessible within the platform and are categorized into "Base" and "Additional" permissions. A user must be granted at least one "Base" permission role to log in to the platform.
Base Permissions are fundamental requirements for accessing and navigating the platform, providing users with the essential capabilities necessary for basic operations.
Additional Permissions offer enhanced functionalities that tailor user experiences to better align with specific business needs, encouraging efficiency and accuracy in specialized tasks.
For a comprehensive description of the available roles, please refer to the table below.
| Permission | Base/Additional | Description |
| UserRole.Partner View Only | Base | View only access to clients/accounts |
| UserRole.Partner Authorized Dealer | Base | Access to trade on client accounts |
| UserRole.Partner Marketing Portal Only | Base | Access to marketing portal only |
| Case Management | ||
| UserRole.+ View Cases on Hierarchy | Additional | Read only access to Case Management module. |
| UserRole.+ Manage Cases on Hierarchy | Additional | Create, look up and supply feedback on cases logged on to the same client that the user belongs to. |
| UserRole.+ Respond to Cases on Hierarchy | Additional | Access to respond to cases created by clients (case being logged on client). |
| Corporate Actions | ||
| UserRole.+ Manage Corporate Actions on Hierarchy | Additional | Elect on Corporate Action events on behalf of end-clients. |
| Cash Management | ||
| UserRole.+ Manage Cash Transfers on Hierarchy | Additional | Perform ‘back to source’ cash withdrawal from client accounts |
| UserRole.+ Manage Cash Transfers | Additional | Perform cash withdrawal from partners own accounts (e.g., commission/fee accounts) |
| UserRole.+ Interaccount Transfers on Hierarchy | Additional | Perform inter-account cash transfer from client accounts |
| UserRole.+ Interaccount Transfers | Additional | Perform inter-account cash transfer on top level |
| Security Transfer | ||
| UserRole.+ Manage Sec Transfers on Owned Clients´ | Additional | Perform security transfers on client accounts |
| UserRole.+ Manage Securities Transfers | Additional | Perform security transfers on top level |
| Client Onboarding | ||
| UserRole.+ View Onboarding on Hierarchy | Additional | Read only access to client onboarding module |
| UserRole.+ Manage Onboarding on Hierarchy | Additional | Full access to client onboarding module |
| Client Renewal | ||
| UserRole.+ View Renewals on Hierarchy | Additional | Read only access to all renewal module |
| UserRole.+ Manage Renewals on Hierarchy | Additional | Full access to client renewal module |
| Reporting | ||
| UserRole.+ Bulk Reporting on Hierarchy | Additional | Generate historical reports for clients in bulk |
| Performance Dashboard | ||
| UserRole.+ View performance dashboard | Additional | Analyse trading clients, volumes, assets under management (AUM), earnings and more. |
| Model Manager | ||
| UserRole.+ Model&BenchmarkView* | Additional | View Models & Benchmarks |
| UserRole.+ ModelManager* | Additional | Create/update Models and rebalance at model level |
| UserRole.+ BenchmarkManager* | Additional | Create/update Benchmarks |
| UserRole.+ ModelLinker* | Additional | Link accounts to Models and rebalance at account level |
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