User roles play a vital part in maintaining the security of sensitive information within Caruso. By assigning the correct user role, you are able to regulate who can access and manipulate sensitive information.
In this article below, we will review the different types of predetermined user roles and their functionalities in Caruso’s Admin app.
To access and modify user roles, under the Settings section, click "Teammates".
1. Full Admin
This user role has the highest level of access. Full Admin access allows a user to manage other users, assign permissions, and configure certain app settings.
Click here to view full admin role permissions
Click here to view full admin role permissions
2. Compliance
This user role is best suited for your internal compliance team. The main objective of this role type is to be able to action all automated compliance tasks in the Admin app.
Click here to view compliance role permissions
Click here to view compliance role permissions
3. Acquisitions
This user role is best suited for team members who are responsible for the acquisition and maintenance of assets.
Click here to view acquisitions role permissions
Click here to view acquisitions role permissions
4. Investment Management
This user role is best suited for individuals who would monitor and maintain the investing entities, funds and assets.
Click here to view investment management role permissions
Click here to view investment management role permissions
5. Investor Relations/Investor Success
This user role is best suited for your account managers. The main objective of this role type is to oversee the onboarding of new accounts and prospects to the Investor Portal and to help the account optimise their investment portfolio.
Click here to view investor relations role permissions
Click here to view investor relations role permissions
Click here to view investor success role permissions
Click here to view investor success role permissions
