Moorgate has a number of standard User Roles built in. Each of these roles gives a user access to specific screens and functions. Roles are cumulative. To give a user more rights, add them to the specific role. The role governs what the user can do. Which accounts they can work on and see data for is decided by the Product and Fund Companies they are assigned to. So what are these roles and what access do they have?
- Admin: Access to the Home, Setup and Help Menu Items and all sub menu items. An Admin user can perform all setup tasks and add other Admin users to the system
- Asset Allocation: Access to the Home, Funds and Help Menu Items and all sub menu items. This user can import Prices and capture Asset Allocation Data
- Capturer: Access to the Home, Transactions and Help Menu Items and all sub menu items. A Capturer can import Transaction and Confirmation data and manually capture Confirmations. They can also edit and remove confirmations, roll back imports and initiate Market Actions. Additionally they can view transactions and confirmations on accounts which they have access to
- Daily Process: Access to the Home, Daily Process and Help Menu Items and all sub menu items. This user can view the Dashboard and kick off scheduled processes
- Manager: Access to the Home, Transactions and Help Menu Items and all sub menu items. A Manager can do all the same things a Capturer can and they can Authorise and Reject Initiated Market Actions.
- Reconciliation: Access to the Home, Reconciliation and Help Menu Items and all sub menu items. This user can perform Manual and Auto Reconcilations and Manage Tags
- Reports: Access to the Home, Reports and Help Menu Items and all sub menu items. A user with the Reports role can View all Reports added to the system
- Static Data Maintenance: Access to the Home and Help Menu and all sub menu items as well as the Tag Types, Balancing Entry Types, Product Companies, Products, Fund Companies, Funds and Accounts sub menu items of the Setup menu item. This user can set up and maintain the static data required within Moorgate
- User Maintenance: Access to the Home and Help Menu and all sub menu items as well as access to the Users sub menu of the Setup Menu item. This user can add and maintain users and assign them to all roles except Admin users. They cannot edit existing Admin users and they cannot edit their own access rights. Only an Admin user can do that
Even if a user has access to the Home Screen, they won't be able to view any of the accounts unless they have been granted an appropriate Role and are assigned to the Product and Fund Companies.
