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Role Permissions Conversion
The following conversion information compares role permissions before and after the January 2016 Enhancement and is provided for reference.
For more information on currently available permissions, see Available Role Permissions.
As a result of the changes we've made to permissions in Advisor Rebalancing, there are more options available within the Roles page in User Management. Below, you'll find the Roles conversion chart which shows the new location and names of permissions as a result of the January 2016 Enhancement.
Before the January 2016 release, users with no roles had access to Account Settings, Rebalancing Group Settings, and Account Sets. After the January 2016 release, new users with no assigned roles will only have access to the Dashboard.
Users who had roles granting them access to specific pages before the January 2016 release will retain those same permissions after migration. View-only and edit permissions will remain the same for your existing roles.
Here is a list of available role permissions before the January 2016 release and the location and name of those permissions after the January 2016 release:
| Permission Locations Before January 2016 | Permission Locations After January 2016 |
|---|---|
| Account Maintenance |
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Account Maintenance > Delete accounts |
Accounts | Accounts > Delete accounts |
| Account Maintenance > Delete account notes | Accounts | Accounts > Delete account notes |
| Account Maintenance > Edit account notes | Accounts | Accounts > Edit account notes |
| Allocation Models | Models | Allocation Models |
| Allocation Models > Add and save allocation models | Models | Allocation Models > Add and save allocation models |
| Allocation Models > Delete allocation models | Models | Allocation Models > Delete allocation models |
| Allocation Models > Manage allocation model access |
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| Asset Location | Models | Asset Location |
| Asset Location > Modify asset location | Models | Asset Location > Modify asset location |
| Security Level Models | Models | Security Level models |
| Add and save security level models | Models | Security Level models > Add and save security level models |
| Delete security level models | Models | Security Level models > Delete security level models |
| Manage security level models |
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| OMS | Rebalance & Trade | Advisor OMS > Edit Advisor OMS |
| Rebalance |
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| Rebalancing Group Maintenance |
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| Reconcile | Rebalance & Trade | Reconcile Trades |
| Security Maintenance |
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| Substitute Security Maintenance | Securities | Substitutes |
| Trade List |
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| Reports |
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| Upload |
(Any user with upload access will have the “Allow all upload data set” permission granted.) |
| No current Schwab setting in User Management |
Setup | Schwab OpenView Gateway (This permission only appears if you have an enterprise with Schwab integration enabled.) |
