Permission Groups
Permission groups in Eligible
Each employee will have their own account to log in to Eligible.
Once this is done, we need to know what access they will need. Permissions will vary depending on the permission group they are allocated to.
Below is a list of the permission groups:
- Manager - view all clients, assign orphans, reporting firm-wide, load approval, company settings, team settings, suppression list, bounce email list.
- Managing Adviser - view your clients, all clients, assign orphans, reporting firm-wide, load approval, company settings, team settings, suppression list, bounce email list.
- Caller - view all clients.
- Admin - view all clients, assign orphans, load approval.
- Adviser - view only own clients, reporting on advisor level.
Editing Permissions
Managers and Managing Advisers will have access to team settings where these permissions can be changed as well as removing any employees who are no longer in the business (this will automatically orphan their clients).
