Please refer to the attached for full details.
The main roles and their permissions are:
Firm Admin- is the richest permission and allows the user to undertake all functionality
Para Planner- restricts the user to only be able to submit accounts for 'authorisation'. The accounts then join a queue for review by a Firm Administrator - who can then finally submit the account after a four eyes check
Restricted Financial Adviser- should be selected if the IFA only needs to see their own investor accounts
IFA (Read Only)- is the most restricted permission - as the name suggests!
DFMs - no super access levels and all changes must be made by Hubwise currently.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article