Standard User
Access is limited to modules and features explicitly granted in their profile.
- Cannot manage users or perform administrative tasks.
Designated Admin
- Can manage plans, users, and administrative tasks.
- Must have “Designated Admin” set to “Yes” in their user profile.
Master User
- Has full access to all modules, administrative tools, and user management features.
Typically reserved for firm-wide administrators.
📊 Permissions Matrix
Here’s a quick comparison of what each role can do:
💡 Tips for Admins
- To grant admin access, set “Designated Admin” to “Yes” in the user’s profile.
- Use the Admin Tasks page to manage users and reset passwords.
- Master Users can access all divisions and account-level settings.
