Access and Roles

Requirements:

• Access to client platform

In the platform, you may be required to have a certain access for you to use functions and features. These accesses are being designated to each roles created. You may be encountering an adviser reporting that they cannot see a specific option/button on a page while their colleagues have. In that case, they may have a different access or roles. To check on the access and roles, please see the instructions below:

Instructions

1. Under 'Profile', navigate to 'My Organisation'.
2. Select 'Employees'. On the page, you will see the list of employees, including their email addresses, and roles.
3. Each employee has a designated access and roles. You may make changes by clicking the corresponding role of the employee. You will be redirected to this page:
4. On the page, you may assign the role and accesses of the specific employee. Once done, hit 'Save Roles'.

 

In addition, each roles can be given an access as long as permissions have been set. To see the matrix of which permissions each role contains - click here https://platform.titanwealthsolutions.com/admin/organisations/roles. The matrix can be downloaded by scrolling to the bottom part of the page and click the download button.

 

Here's a snapshot -

 

 

NOTE: For Titan client, the provision of access, and changes on roles (including creation) are only being done by GBO Support ([e-mail]) in line to GPP's access control policy. Please refer all related concerns to the mentioned email address.