Access Roles give you control of who can use or see certain onboarding functions within Firmcheck. They have some degree of configuration and flexibility.

Access Roles can be set up by your firm to cover scenarios specific to you. Each Access Role is linked to grants. A grant is a very specific piece of functionality within Firmcheck.

You first set up an Access Role, and then assign which grants you want to be associated with it.

Only firm administrators have access to Create, Update or Remove access roles

When your firm is created, an 'All roles' access role is created, with all the onboarding granted applied. Typically this access role would be assigned to the firm admins to ensure a high-level overview of the firm.

Firm administrators can create, update or remove access role profiles via Firm Settings>Settings>Edit firm profile.

This grant allows staff performing the onboarding process for prospects to be able to submit a prospect for approval.

They WILL NOT appear in the list of approvers.

This grant allows staff to appear in the list of approvers for approving a prospect recommendation - see the image below. They will also receive an email advising them when a prospect is ready to be reviewed and approved, as well as see a notification in their personal workspace.

This grant has no specific functionality, however, It is recommended that staff who operate in an MLRO capacity use an Access Role with this grant to take advantage of future Firmcheck feature opportunities.

This grant has no specific functionality, however, It is recommended that staff who operate in an MLRO capacity use an Access Role with this grant to take advantage of future Firmcheck feature opportunities.