User Roles - Customisation

We need more customisation for user roles. I want to be able to give trustees access to their fund but at a read only level and to view certain areas and not others. It is very limited in this scope at the moment. For example, TBAR dashboard is fully editable on or off.

1 Like

I can’t agree more with Ben.
It’s very frustrating. Can we do better?

Hi Ben

You are able to customise the TBAR dashboard settings so that users are only granted read-only access. This includes the ability to not have access to the TBAR management screen as well.

Please ensure that the highlighted toggles are selected as follows for the user role you are selecting for the Trustees:

Please contact BGL Support if you have any issues. Thanks.