A firm's portfolio data is some of the most sensitive data in their business. Protecting and provisioning access to that data to the right people within the firm is a mission critical, compliance-driven need to have for many of our customers.
We've built our permissions to have two settings: Default and Custom. Below is a summary of them both, and how they work!
Default Roles
Default roles are out-of-the-box permissions that an admin can assign to their team members before or after they invite and onboard them. At a high level, the name of each role describes what actions a role enables. More detail below 👇.
Custom Roles
Custom roles allow an admin to create roles with different levels of access (No access, View, or Edit) for different companies within the portfolio. The admin can create a role comprised of different access levels on a per company basis, then assign that role on a per user basis. These custom roles are limited to a specific set of pages. This is useful when a team member or team within a firm needs different levels of access on different companies within the portfolio. 👇
We're constantly improving our permissions to help you collaborate with the right stakeholders on our platform.
Reach out to support@standardmetrics.io with any questions or feedback!