User Management
Role Permissions Glossary
The following table is a list of all permission options available for a User Role. Each section is described in detail, followed by the possible available permissions settings for each area: View, Create, Edit, or Delete. Permission Description View ...
Recommended User Roles
Below you will find tables of recommended permission settings based on three major typical roles within a firm. These roles vary from firm to firm, of course, but the given permissions are recommended. Advisor Home Office Admin Home Office Trader ...
Defining Portfolio Management User Roles and Entitlements
User Roles control what parts of the Portfolio Manager a user has access to and what the user can do in those areas. Each Portfolio Management User can be assigned as many Roles as needed and their effective permissions in the Portfolio Manager will ...
Deleting a Portfolio Management User
To remove a Portfolio Management User: Navigate to Run Business > User Management > Users. Locate the User to delete and click the delete control at the end of the row. Confirm the action by clicking Ok in the pop-up. Warning! This cannot be undone!
Unlocking a User for Failed Login Attempts
If a User becomes locked out for failed password attempts, an administrative User can unlock all currently locked users with the following process: Navigate to Run Business > User Management > Users. Click Unlock All in the upper right. Note: This ...
Resetting a Portfolio Management User's Password
If a User no longer remembers their password or did not follow the new password link before it expired, use the following process to re-send the password reset email to the user’s email registered as their Username. Navigate to Run Business > User ...
Adding New Portfolio Management Users
Users in the AdvisorEngine Portfolio Manager come in two forms: Portfolio Management Users and Client Portal Users. In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively. The following process adds ...