Many staff access configurations can be applied in Firmcheck. This allows firms to develop a system that works best for them, whether they have just 3 staff, 30 or 300.
Firm administrators can change these policies to extend or restrict access rights at any time.
Staff Access Rights
Access rights for individual staff members are assigned by firm administrators/managers when they create a staff member's profile (or later, by editing the profile at any time).
All staff receive two different roles which will determine their level of access:
A staff role - determines what staff can edit and access on the firm's profile. The staff role relates to internal firm processes, like setting up new prospects, and clients and creating staff profiles.
A client management role - determines what client profiles staff have access to.
Example of access rights
General Staff - low-level access
Add client management role:
Manager not selected - view-only access to the firm profile.
Manager selected - assign the staff member as the manager of specific clients. They can access and work on these assigned clients (and potentially others depending on your high-level firm access policy settings).
Firm Manager - Medium to high-level access
Add client management role:
Manager not selected - can access and edit the firm profile, but cannot have clients assigned to them.
Manager selected - can access and edit the firm profile, as well as work on assigned clients (and potentially other clients depending on your high-level firm access policies).
Firm Administrator - High-level Access
Add client management role:
Manager not selected - can access and edit all aspects of the firm and client profiles, but cannot have clients assigned to them.
Manager selected - can access and edit all aspects of the firm and client profiles, as well as have lists of clients assigned to them.
The Partner Role - Low, medium or high-level access
The partner role offers a unique set of options depending on how involved the partner is with firm administration. The staff role below will determine how much administrative access the partner has.
General Staff - access and edit only their assigned clients, no firm management capability.
Firm Manager - can access and edit the firm profile, as well as work on assigned clients (and potentially other clients depending on your high-level firm access policies).
Firm Administrator - access to all clients, full firm management capability.