Understanding user roles
Your institution’s security manager is responsible for assigning roles to users in Axiom RPPS. These roles are usually task-based and control what data and utility components you, as an Axiom RPPS user, have access to. The tables below define the roles and indicate what components, data, and reports are available to each role. For information on managing users in Axiom RPPS, see Managing users.
Role definitions
The table below describes each role in Axiom RPPS. Not all roles are available in the current release. Users may have one or more roles.
| Role | Description |
|---|---|
| Relationship Manager |
1. This is the only role that is allowed to own Relationships. 2. This role provides View Only access to Relationship that are owned to the user. 3. This role does not give permission to build relationships or make changes to the relationships. The user must be also assigned to the Relationship Builder role to perform that function. 4. If a Supervisor also will own relationships then they should also be assigned this role. |
| Supervisor (Mgr) |
1. This role recreates a hierarchy of Relationship Managers and Supervisors. 2. A user may only be assigned to one Supervisor. 3. User in this role may view Relationships that are owned by users that are assigned to them in a reporting hierarchy. 4. If this User additionally has the Relationship Builder role then they can build relationships and assign them to any Relationship Manager that is included in their hierarchy. |
| Relationship Administrator |
1. Users that have this role can view all relationships that exist in the system regardless of ownership. 2. If this User additionally has the Relationship Builder role then they can build relationships and assign them to any Relationship Manager. |
| Relationship Builder |
This role builds on the Relationship Manager, Supervisor and Relationship Administrator roles and allow those users to build relationship and make changes to all relationship to which they have permissions. |
| Pricing Requester |
1. This role builds on the Relationship Manager, Supervisor and Relationship Administrator roles and allows those users to initiate Pricing Requests. 2. The user may initiate Prospective Pricing Requests. Prospective Pricing Requests will be assigned to the current user. 3. The user may initiate Pricing Requests for an existing relationship if they have permission to view that relationship. |
| Security Administrator |
1. This user has access to the Security function. 2. The user may set up Users in the system and assign roles. |
| Administrator |
1. This user may update all the Axiom RPPS configurations available in System Management. 2. This user may load data and calculate profitability. 3. This user may only access Security if they are also assigned to the Security Administrator role. |
Role-based component access
Access to certain components of Axiom RPPS is limited based on your role. The table below describes the Axiom RPPS components available to each role. Not all roles are available for the current build, please see the role definitions table above for more information about which roles are currently available.
| Role | Admin | Security | Report Writer | Relationship Builder | XMap | My Portfolio | Pricing | Excel Client |
|---|---|---|---|---|---|---|---|---|
| Relationship Manager | X | X | ||||||
| Supervisor (Mgr) | X | X | ||||||
| Relationship Administrator | X | X | ||||||
| Relationship Builder | X | |||||||
| Pricing Requester | X | |||||||
| Security Administrator | X | |||||||
| Administrator | X |
Role-based data access
The table below defines the data areas accessible to each role. An "R" indicates the user has read-access to the data while a "U" indicates the user has the ability to update the data. Not all roles are available for the current build, please see the role definitions table above for more information about which roles are currently available.
| Role | Relationships, Customers, and Accounts owned by user | Relationships, Customers, and Accounts owned by the users assigned Relationship Managers | Relationship owned by anyone in user reporting hierarchy | All Relationships, Customers, and Accounts | All Unassigned Customers | Admin Table and Source File Data |
|---|---|---|---|---|---|---|
| Relationship Manager | R | |||||
| Supervisor (Mgr) | R | R | ||||
| Relationship Administrator | R | R | R | |||
| Relationship Builder | Access to relationships in the Relationship Builder depends upon the roles assigned to the user. | U | U | |||
| Pricing Requester | Depends upon the user's assigned roles. If user is not given a role that gives them access to existing relationships then they can only perform prospective pricing requests. | |||||
| Security Administrator | ||||||
| Administrator | U | |||||
Role-based report access
Access to certain reports in Axiom RPPS is limited based on your role. The table below describes the Axiom RPPS reports available to each role. Security Administrator and Table Viewer roles do not have any report access. Not all roles are available for the current build, please see the role definitions table above for more information about which roles are currently available.
| Role | Operational reports | Executive reports | Relationship Manager reports |
|---|---|---|---|
| Relationship Manager | X | ||
| Supervisor (Mgr) | X | X | |
| Relationship Administrator | X | X | |
| Relationship Builder | X | ||
| Pricing Requester | X | ||
| Security Administrator | |||
| Administrator | X | X |
