Permissions
What a client can grant a firm: presets, capabilities, and scoping by collection.
A firm's access to a client's account is a set of capabilities, chosen by the client when approving the request and changeable by the client at any time.
Presets
| Preset | Grants |
|---|---|
| Full management | Full inventory management — recommended for most estate managers. Add, edit and move assets; documents; valuations; verification; reports; the plan. |
| All capabilities except heir management | Everything in Full management except designating heirs and changing the estate plan. |
| View only | Read access to assets, documents and reports at the client's chosen visibility. |
| Custom | Pick capabilities one by one, and restrict them to particular collections. |
Capabilities
- View assets · View values · View exact locations · View documents
- Add and edit assets · Move assets · Upload documents · Record valuations · Record verifications
- Run reports and exports
- Manage insurance policies
- Manage heirs and the estate plan
- Request services on the client's behalf
Scope
Any grant can be limited to collections — the firm manages the art, not the jewelry. High-value assets can be excluded from a grant as a group.
On the firm's side
Within what the client granted, the firm decides which of its team sees the client at all: owners and admins see every client; managers and viewers see only the clients assigned to them. A team member can never exceed what the client granted the firm.
Changing permissions
The client changes them from Account → Access → Firms and advisers → Edit permissions; the firm sees the change immediately. The firm can ask for more from the portal; the client approves or not.