Skip to content
DataView Wealth
Menu
  • Benefits
  • Services
  • Gallery
  • FAQs
  • Pricing
  • Contact Us

Clients

  • Prospect
  • Client types
  • Change (edit) client information
  • Mapping accounts for clients

Compliance

  • Create a compliance track
  • Run a compliance track
  • What is a compliance status/track
  • Importing a compliance pack (KYC, FICA, etc)
  • What is an approval

Screening

  • When does the screening run
  • Handling screening results

Tasks

  • Create a task
  • Completing a task
  • Creating a task type / workflow

Getting started

  • Create a region and office
  • User types
  • Adding an advisor
  • Customizing the theme
  • Roles and their functions
  • Adding roles to a user

Statements

  • Generate provisional statements
  • Approve statements

Reporting

  • Create custom reports
  • View client reports
  • Built-in reports
  • Adding a provider
  • Bulk upload your data
  • View a feed of your data providers

Billing and licenses

  • Adding additional licenses
  • Top up your wallet

Transactions

  • Add an account
  • Add an instrument
  • Add a transaction
  • Home
  • Documentation
  • Getting started
  • Adding roles to a user

Adding roles to a user

When you have the support role or when you are the subscription admin then you can go to the user management page.

Click the roles icon on one of the line items.

Notice the dynamic roles section. These are roles that can be added by a support user. These roles can be used during compliance tracks to limit who can approve changes. For example, if your business has several compliance officers they can be added to this role after which a compliance track can have a rule, set the ‘compliance officer role’ as the approver.

Still stuck? How can we help?

How can we help?

Updated on October 12, 2022
Roles and their functions

Powered by BetterDocs

LINKS

Terms of Use

Partner Agreement

Cookies

PRODUCT

Pricing Plan Comparison
Download on the App Store

Get it on Google Play
Copyright © 2022 DataViewWealth