Roles / Users Privilege Model
Overview
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 can log in and carry out technical tasks without being able to take action on any results.
- Rapportr View Only - this role was specifically designed for non-day-to-day FundApps users. 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 | ✔ | ✔ | ✔ | |||
| Filing Manager | Submitter | ✔ | ✔ | ✔ | |||
| 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 | ✔ | ✔ | ✔ | ✔ |