Overview
This feature offers nuanced access management and collaborative functionalities. Whether you're delegating responsibilities to family members, wealth managers, or assistants, Vyzer provides flexible access through clearly defined roles and permissions, including full access, edit, and view-only options.
Feature Eligibility
The Role Management feature is available exclusively in our Premium Plan and Elite Plan only.
Permissions
Read-Only 👀: Grants users the ability to view features without modifying them. For instance, users can view assets but cannot edit them, approve events, or write notes.
Write 🛠️: Allows modifications to features. For example, users can upload files to the magic box.
Roles
Roles consist of permissions assigned to users, and four distinct sets of permissions are available:
Guest: View-only access to features.
Editor: Ability to edit and modify features.
Administrator: Full access to manage features, including billing and integrations.
Owner: The individual who created the account, with sole authority to invite other owners.
Actions | Guest | Editor | Administrator | Owner |
My Portfolio | 👀 | 🛠️ | 🛠️ | 🛠️ |
Cash Flow Planning | 👀 | 🛠️ | 🛠️ | 🛠️ |
Synced institutions | 👀 | 🛠️ | 🛠️ | 🛠️ |
Reports | 👀 | 🛠️ | 🛠️ | 🛠️ |
In-app notifications | 👀 | 🛠️ | 🛠️ | 🛠️ |
Create items | ❌ | 🛠️ | 🛠️ | 🛠️ |
Magic Box | ❌ | 🛠️ | 🛠️ | 🛠️ |
Community | ❌ | 🛠️ | 🛠️ | 🛠️ |
Financial settings | ❌ | 🛠️ | 🛠️ | 🛠️ |
Documents Access | ❌ | 🛠️ | 🛠️ | 🛠️ |
Billing | ❌ | ❌ | 🛠️ | 🛠️ |
Roles management Page | ❌ | ❌ | 🛠️ | 🛠️ |
Invite members | ❌ | ❌ | 🛠️ | 🛠️ |
Revoke Access
Click your Portfolio Settings
Select Roles
Locate the person you want to remove
Click the relevant row
Select Revoke access
