Configure Roles & Permissions
As the Configuration Administrator, you can create and assign role-based permissions and field level permissions for all Satuit users.
Default Administrator Roles
Satuit has default administrator roles explained below:
SUPER ADMIN
- IMPORT_DATA
- ADMIN_SECURITY
- ADMIN_CONFIGURATION
- ADMIN_BUSINESS
- Access to all admin roles listed see below for a breakout of specific functions
CONFIGURATION ADMIN
- ADMIN_CONFIGURATION
- EDIT_REPORTS
- Access to Global settings, All form configuration tools, Access Manager, Application Access Log, Select Default Print screens, Report Editor, and Integration Link Set-up
IMPORT ADMIN
- IMPORT_DATA
- Access to Data Import Tools to import Contacts and Businesses, Account Updates, Performance, Holding and Transactions, and Fund Sales summary data
SECURITY ADMIN
- ADMIN_SECURITY
- Access to control Users licenses, Access Manager, Application Access Log, Audit Tools, Data Update tool, Password Rules Configuration, Configure User roles and permissions, and Data dictionary
BUSINESS_ ADMIN
- ADMIN_BUSINESS
- Access to Access Manager, Application Access Log, Audit Tools, View Updates, Truncate Audit log Edit picklists, MS Word Template, Audit Reports, and Data dictionary
- DATA_ADMIN
- Access to Data Management Tool, Access Manager, and Application Access Log
Functions Defined
| Function | Function Description |
|---|---|
| ADD_ACCOUNTASSET | Adds a new accountasset into Satuit |
| ADD_ASSETALLOCATIONS | Adds a new asset allocations grid into Satuit |
| ADD_ASSETS | Adds a new asset grid into Satuit |
| ADD_BUSINESS | Adds a new business into Satuit |
| ADD_CLIENTINFO | Adds a new client or Account info into Satuit |
| ADD_CONTACT | Adds a new contact into Satuit |
| ADD_DEALFLOW | Adds a new Deal Flow into Satuit |
| ADD_DEALINFO | Add a new Deal Info item into Satuit |
| ADD_DOCUMENT | Adds a new document into Satuit |
| ADD_FINANCIALS | Add a new Financial item into Satuit |
| ADD_FUNDSALESSUMMARY | Adds a new fund sales summary into Satuit |
| ADD_HOLDINGS | Adds a new holdings into Satuit |
| ADD_MASSMAIL | Adds a new mass mail into Satuit |
| ADD_OPPORTUNITY | Adds a new sales opportunity into Satuit |
| ADD_PACKAGE | Add a new package |
| ADD_PERFORMANCE | Adds a new performance into Satuit |
| ADD_PHONES | Adds a new phones grid into Satuit |
| ADD_REVENUEHISTORY | Add a new Revenue History item into Satuit |
| ADD_TASK | Adds a new task into Satuit |
| ADD_TRADERESTRICTIONS | Adds a new trade restriction into Satuit |
| ADMIN_API | WSDL FILE |
| ADMIN_BUSINESS | Edit labels and picklists, delete businesses, configure merge templates |
| ADMIN_CONFIGURATION | Configure the user interface |
| ADMIN_EMAILMARKETING | Allows users to edit system-wide settings for their email marketing suite |
| ADMIN_EMAILTEMPLATE | Email Templates |
| ADMIN_EXECUTIVEDASHBOARD | Ability to Configure Executive Dashboards |
| ADMIN_EXPENSE | Expense Admin |
| ADMIN_MASSOPPCREATE | Opportunity Manager Admin |
| ADMIN_MASSUPDATE | Mass Update, Delete Companies, Delete Mass Activity, Delete Mass Mail, Truncate Audit Log, Territory Manager |
| ADMIN_RULES | Form Rules Admin |
| ADMIN_SATUITACCESS | Grant access to Satuit employees (hosted customers only) |
| ADMIN_SECURITY | Configure roles and assign privileges |
| ADMIN_USERS | Users |
| ADMIN_WORKFLOW | Allows users to create Workflow Triggers, Actions, and Mappings |
| CONFIGURE_PRIVATE_DATA | Configure Private Data |
| CREATE_PUBLICVIEWS | Create public queries and views |
| CREATE_REPORT_SCHEDULES | Create and edit report schedules |
| DELETE_ACCOUNTASSET | Deletes a accountasset in Satuit |
| DELETE_ASSETALLOCATIONS | Delete a asset allocations grid from Satuit |
| DELETE_ASSETS | Delete a asset grid from Satuit |
| DELETE_BUSINESS | Deletes a business in Satuit |
| DELETE_CLIENTINFO | Deletes a client Account in Satuit |
| DELETE_CONTACT | Deletes a contact in Satuit |
| DELETE_DEALFLOW | Deletes a Deal Flow in Satuit |
| DELETE_DEALINFO | Deletes a Deal Info item in Satuit |
| DELETE_DOCUMENT | Deletes a document in Satuit |
| DELETE_FINANCIALS | Deletes a Financial item in Satuit |
| DELETE_FUNDSALESSUMMARY | Delete a fund sales summary from Satuit |
| DELETE_HOLDINGS | Deletes a holding in Satuit |
| DELETE_MASSMAIL | Deletes a mass mail in Satuit |
| DELETE_OPPORTUNITY | Deletes a sales opportunity in Satuit |
| DELETE_PACKAGE | Delete Package |
| DELETE_PERFORMANCE | Deletes a performance in Satuit |
| DELETE_PHONES | Delete a phones grid from Satuit |
| DELETE_RECYCLEBIN | Delete items from the recycle bin from Satuit |
| DELETE_REVENUEHISTORY | Deletes a Revenue History item in Satuit |
| DELETE_TASK | Deletes a task in Satuit |
| DELETE_TRADERESTRICTIONS | Delete a trade restriction from Satuit |
| DISABLE_USER | Disable a user via the API |
| EDIT_ACCOUNTASSET | Edits an accountasset in Satuit |
| EDIT_ASSETALLOCATIONS | Edit an asset allocations grid in Satuit |
| EDIT_ASSETS | Edit an asset grid in Satuit |
| EDIT_BUSINESS | Edits a business in Satuit |
| EDIT_CLIENTINFO | Edits a client or Account in Satuit |
| EDIT_CONTACT | Edits a contact in Satuit |
| EDIT_DEALFLOW | Edits a Deal Flow in Satuit |
| EDIT_DEALINFO | Edits a Deal Info item in Satuit |
| EDIT_DOCUMENT | Edits a document in Satuit |
| EDIT_FINANCIALS | Edits a Financial item in Satuit |
| EDIT_FUNDSALESSUMMARY | Edit a fund sales summary in Satuit |
| EDIT_HOLDINGS | Edits a holding in Satuit |
| EDIT_LABELS | Edits labels |
| EDIT_MANAGE_CONTACT_DOCUMENTS | Manage a Contact's documents |
| EDIT_MASSMAIL | Edits a mass mail in Satuit |
| EDIT_OPPORTUNITY | Edits a sales opportunity in Satuit |
| EDIT_PACKAGE | Edit Package |
| EDIT_PERFORMANCE | Edits a performance in Satuit |
| EDIT_PHONES | Edit a phones grid in Satuit |
| EDIT_PICKLISTS | Edits picklists |
| EDIT_PRIVATE_DATA | Edit Private Data |
| EDIT_REPORTS | Edit Satuit Reports |
| EDIT_REVENUEHISTORY | Edits a Revenue History item in Satuit |
| EDIT_TASK | Edits a task in Satuit |
| EDIT_TRADERESTRICTIONS | Edit a trade restriction in Satuit |
| IMPORT_DATA | Import contact and account information |
| IMPORT_PDDATA | Import Pension Directory Data |
| MANAGE_EMAILTEMPLATE | Manage Email Templates |
| MASS_RECORD_DELETE | Data management tool - Delete |
| MASS_RECORD_EDIT | Data management tool - Edit |
| MERGE_RECORDS | Merge businesses and contacts |
| MOVE_ACCOUNT | Move account |
| MOVE_CONTACT | Move contact |
| MOVE_DEALFLOW | Moves a Deal Flow to a new business in Satuit |
| MOVE_OPP | Move opportunity |
| PORTAL_ADMIN | View RMTeam, Disclaimer, Password Rules, Tab Settings in System Configuration |
| PORTAL_PUBLISH | Ability to bulk publish documents |
| PRIVATE_EMAILTEMPLATE | Add/edit private Email Templates |
| PUBLIC_EMAILTEMPLATE | Add/edit public Email Templates |
| PUBLISH_BROWSELIST | Publish browse list configurations to other users |
| PUBLISH_SHARED_CONTENT | Publish shared contents |
| RECURRING_TASK_ADD_DEF | Create a Recurring Task Definition |
| RECURRING_TASK_DELETE_OCCURRENCE | Deletes an occurrence of a Recurring Task |
| RECURRING_TASK_EDIT_DEF | Edit a Recurring Task Definition |
| RECURRING_TASK_REMOVE_DEF | Remove a Recurring Task Definition |
| RESTORE_RECYCLEBIN | Restores items in the recycle bin into Satuit |
| SENDONBEHALF_EMAILTEMPLATE | Send Email Templates on behalf of another rep |
| SYNC_EMAILMARKETING | Allows users to synchronize mailing lists with their email marketing suite |
| VIEW_ACCOUNTS | View Accounts |
| VIEW_DEALFLOW | View DealFlow |
| VIEW_EXPENSE | Expense Viewer |
| VIEW_MAILINGS&EVENTS | View Mailings & Events |
| VIEW_OPPORTUNITY | View Opportunities |
| VIEW_PRIVATE_DATA | View Private Data |
| VIEW_UPDATES | View Updates |
| VIEWALL_RECYCLEBIN | View all items in the recycle bin from Satuit |
| VIEWALL_UNASSIGNEDITEMS | View all unassigned emails from Satuit |
| VIEWONLY_EXECUTIVEDASHBOARD | View Only Executive Dashboards |