Roles / Users Privilege Model


The user privilege model within FundApps specifies the functionality available to different user types throughout the system, defined by the following user roles:

  • Reviewer - access to results, which includes the ability to assign & comment. Also able to view portfolios, individual rules, value sets and regulatory data. Designed as basic-level access.
  • Manager - same functionality as Reviewer with the ability to upload positions. Also able to view properties and data views, allowing rule analysis. Designed as the standard role for compliance users.
  • Administrator - same functionality as Manager with the additional ability to view, edit, create and delete users and portfolios alongside rule approval. Also able to view audit log and previous uploads. Designed to provide day-to-day administrative control for FundApps to the user.
  • API - specific role designed to be assigned for login via the API. It provides the ability to upload data and receive status responses. API users are not able to log in to the UI platform.
  • Tech User - this role was specifically designed with our client's IT teams in mind. Tech users will be able to log in and carry out technical tasks, without being able to action any results.
  • Rapportr View Only - this role was specifically designed with non-day-to-day FundApps users in mind. These users will be able to log in and see the Rapportr functionality we have without impacting disclosures

To manage users, the following article provides the steps to be taken by an Administrator.

Privilege Matrix

Function Action Administrator Manager Reviewer Tech API Rapportr View Only
Audit Trail View        
Companies View        
Companies Create / Edit / Delete          
Data Overrides Create / Edit          
Data Overrides View      
Data Views View      
Disaggregations View          
Filing Manager View    
Filing Manager Download      
Global Company Database View    
Global Setting Change Warning %        
Global Setting View        
Global Setting Edit          
Issuer Requests General      
Portfolios Download        
Portfolios Upload      
Portfolios View    
Portfolios Create / Edit        
Portfolios Assign Rule Folder        
Portfolios Assign Aggregation        
Portfolios Set Warning %          
Properties View      
Regulatory Data View    
Results Post Comment    
Results View    
Results Verify / Reject      
Results Assign / Take      
Results (disclosure) Disclose / Generate      
Results (disclosure) Mark as Filed        
Rules View Individual    
Rules Approve          
Rules Deactivate          
Rules Set Warning %        
Rapportr View  
Uploads View Previous        
Uploads Import Positions    
Tasks View    
Tasks (FundApps) View    
Tasks (FundApps) Assign    
Tasks (FundApps) Confirm          
Transactions Import  
Transactions Download    
Users View        
Users Create / Edit / Delete          
Value Sets View    
Was this article helpful?
2 out of 2 found this helpful
Share article