As Compass Administrator you will be managing your organisation’s set up of users and therefore should be familiar with various types of user permissions and access levels we have built for you.
Compass tool offers three standard user types:
- Adviser User
-
Admin User
-
Assistant User
The table below details what each type of user can and cannot do. We would be happy to receive suggestions, feedback and recommendations on what you think different types of users should be able to do.
| 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 |
✓ ✓ ✓ ✓ ✘ |
✓ ✓ ✘ ✓ ✓ |
✓ ✓ ✓ ✓ ✘ |
*The Responses page is only available on Investor Compass 1.0. All client questionnaires are available under the Client's history for Investor Compass 2.0. If you are not sure which version you are currently on, please visit this article.