Enterprise Custom Roles

Firm admin users with Enterprise accounts can set up custom roles for their users and teams to manage access, rather than relying on the default permissions of each user license. 

1. To locate the custom roles settings, click your profile icon at the top right.

2. Then, click Manage Account. 

3. Click on the Roles tab. 

From here, you'll see all the default and custom roles you've created. You'll have the ability to create and edit custom roles as needed. 

Create Custom Roles

1. Click Create New Role.

2. Select the Base Role to populate the permissions you'd like to customize for the new custom role. 

3. Enter the Role Name. 

4. Review the available permissions and unselect any that do not apply to this role for each section. When you're finished, click Save. 

5. Once the custom role is created, you can assign it to new members when setting up their account, or you can assign members from within the Role Edit screen.

Edit Custom Roles

While default roles such as the Firm Admin and Advisor Role cannot be edited, you can edit custom roles as needed. 

1. Click the 3-dot icon next to the custom role and click Edit. 

2. Select the permissions to be included or unselect the permissions to be excluded. When finished, click Save.