| Role Name | Description |
| Adviser | Allows the user to use the Voyant Adviser application. |
| Auxiliary | Allows the user to use the Voyant Auxiliary application. |
| AdviserGo | Allows user access to the AdviserGo Product |
| Consumer | Allows the user to use the Voyant Consumer application. Generally, this role is incompatible with Adviser. If the user is given this role he or she should not be given the Adviser role, and vice versa. |
| Consumer Go | Allows a Consumer User access to the Go application. User must have the Consumer role. |
| Snapshot User | Allows the user to access Voyant Snapshot provided Voyant Snapshot is enabled on the user's subscription. |
| All Client Access in Subscription | Allows a user in a subscription full access to all clients in the subscription. |
| Subscription Manager | Allows the user to edit all clients and users in a Subscription, and perform other subscription management tasks |
| Subscription CSR | Allows the user to edit all clients and users in a Subscription and perform other CSR (Customer Service Representative) type operations for the Subscription. |
| Subscription User Creator | Role that allows a user in a subscription to create additional users, if licenses are available. |
| Read-Only Manager Client Access | Makes manager accessible clients read-only while still allowing user to create and save their own connected client plans. |
| Subscription Group Analytics Viewer | Allows a user to view the analytics for its Subscription Group and all of its descendant groups for which is |
| Subscription Analytics Viewer | Allows a user to view the analytics for the Subscription for which they have membership. |
| User Client Activity Viewer | Allows a user to view the user client activity report. |
| Read-only Consumer Override | Overrides setting for read-only consumer on the subscription in order to provide an individual consumer user the ability to modify their client record. |
| Subscription-level Security Asset Allocation Updater | Allows a user to update and fix security asset allocations scoped to the user's subscription. |
| Client File Exporter |
Allows an user to export a client plan.
|
| Share Clients Outside Subscription | Allows a user to share one of their clients to a user outside the originating subscription. |
| Subscription Group Manager | Allows user ability to edit clients and users in a Subscription Group, and perform other group management tasks |
| Sub Group-wide All Client Access | Allows a user to access ALL clients in a subscription group, and all child groups. |
| Subscription Group Tree Viewer | Allows a user ability to view their portion of the subscription group tree. |
| Client Archiver | Allows user to edit the archive status of a client and view archived clients by default in admin client searches. |
| Subscription-level Team Access | Allows the users to manage all existing teams in their subscription. |
| Sub Group-level Team Access | Allows the users to manage all existing teams in their subgroup. |
| Bulk Team Importer | Allows user to create a set of teams based on a spreadsheet file. |
| Client Team Update (Subscription-Wide) | Allows user to change their own client's team to any other team in their Subscription. |
| Client Team Update (Sub Group-Wide) | Allows user to change their own client's team to any other team in their Sub Group. |
| Disable Client Delete | Disables user's ability to delete clients. |
User Roles/Permissions
Tom Linehan