There are 2 different types of roles on the platform.
License roles: these roles grant access to specific functionalities.
Admin roles: these roles are an addition to license roles, providing users with extra permissions to configure and manage functionalities.
License roles
USER ROLE | ACCESS RIGHTS |
Sales User | Sales functionalities: Business Development and/or Deal Execution module Portfolio Management Portfolio GPT
|
Portfolio User | Access to Portfolio Management |
Portfolio User Pro | Access to Portfolio Management Portfolio GPT |
Admin roles
USER ROLE | ACCESS RIGHTS |
Sales Manager | Sales user + can manage assets |
Portfolio Manager | Portfolio user pro + can manage portfolio |
Template Manager | Portfolio user pro + can manage templates |
Billing Manager | Manage credit functionalities |
User Manager | Manage users and their user roles |