Enterprise Team Roles

Precision has four different user roles for Enterprise teams:

  • Owner: This is the “Super Admin” that is owner of the team(s)
  • Admin: Part of the management team with wide-ranging permissions
  • Adviser: Team member with elevated permissions
  • Member: Team member with restricted permissions

The access permissions for these team members are as follows:

Action/ViewMember PermissionAdviser PermissionAdmin PermissionOwner Permission
Can invite new team membersNNNY
Access to Portfolio-wide client list/appNNNY
Can create a Portfolio-wide Custom Report (coming soon)NNNY
Access to team settingsNNYY
Access to client settings (tags, visibility, etc)NNYY
Can add a new clientNNYY
Can manage team integrationsNNYY
Can create a Team-wide Custom ReportNYYY
Can create Flow templatesNYYY
Can delete FlowsNYYY
Can review and approve completed FlowsNYYY
Can create a Flow from existing templateYYYY
Can create a private Custom ReportYYYY

Please speak to your account manager or contact our support@dext.com to discuss setting up an Enterprise Team.