This article explains the different user types we offer and what permissions each user has.
The Compass tool provides three distinct user roles:
1. Adviser User
2. Admin User
3. Assistant User
The following table outlines the specific permissions and limitations associated with each user role:
| Where | What | Adviser | Admin | Assistant |
|
Home page
|
Advisers button Admins Button Start Profile Button Clients Button Responses* Table |
✘ ✘ ✓ ✓ ✓ |
✓ ✓ ✘ ✓ ✓ |
✓ ✘ ✓ ✓ ✓ |
|
Clients page
|
View All Responses* Create client button Search clients Filter by adviser Filter by status Clients table Mass start profile View client button Delete client button Import as csv |
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✘ ✓ |
✓ ✓ ✓ ✓ ✓ ✓ ✘ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✘ ✓ |
|
Admin create/edit
|
Create admin Edit admin Adviser table |
✘ ✘ ✘ |
✓ ✓ ✓ |
✘ ✘ ✘ |
|
Client edit/create
|
Create client Edit client Change status Change adviser |
✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ |
|
Adviser create/edit
|
Create adviser Edit adviser Change adviser groups Change status Change role |
✘ ✘ ✘ ✘ ✘ |
✓ ✓ ✓ ✓ ✓ |
✘ ✘ ✘ ✘ ✘ |
|
Admins page
|
View page Create client button View clients button Filter by status View by name Reset password button Edit details button |
✘ ✘ ✘ ✘ ✘ ✘ ✘ |
✓ ✓ ✓ ✓ ✓ ✓ ✓ |
✘ ✘ ✘ ✘ ✘ ✘ ✘ |
|
Adviser page
|
Change status Change role Pageview page Create adviser |
✘ ✘ ✘ ✘ |
✓ ✓ ✓ ✓ |
✘ ✘ ✘ ✘ |
|
Responses* page
|
Export as csv button Import as csv button Filter by adviser Filter by client name Get client url button Send assessments button Edit response button View client button Download pdf button |
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ |
|
Reports page
|
Download pdf button Edit response button View report Select SRL button Select funds button Add comment Edit finances button |
✓ ✓ ✓ ✓ ✓ ✓ ✓ |
✓ ✘ ✓ ✘ ✘ ✘ ✘ |
✓ ✓ ✓ ✘ ✘ ✘ ✓ |
|
Adviser survey page
|
Edit responses* Mark as complete Send to client |
✓ ✓ ✓ |
✘ ✘ ✘ |
✓ ✘ ✓ |
|
Your account dropdown |
What's new Privacy and data Investor Management Settings Logout |
✓ ✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ ✓ |
✓ ✓ ✓ ✓ ✓ |
|
Settings page |
Modify own details Modify own password Modify own email settings Modify own cookie settings Modify company settings |
✓ ✓ ✓ ✓ ✘ |
✓ ✓ ✘ ✓ ✓ |
✓ ✓ ✓ ✓ ✘ |