Summary:

The permissions feature present on the application is used to limit or grant access to what data a user can see or edit within any client account they are added to. Each user account has their own individualized permissions for each client account. There is also a permissions feature that is used separately for any documents that are uploaded into a client account’s ‘Document Vault.’ The permissions are structured into sections that can be set to ‘View,’ ‘Edit,’ or ‘Off.’

Having a permission set to ‘Edit’ allows the user to have the full ability to add, delete, and view the information in that specific section. Having a permission set to ‘View’ will only allow a user to view that selected sections data. While ‘Off’ prevents the user from even seeing the specific section on the client account (it may be removed from their view all together or a section/feature may have a lock symbol alerting the user they don't have access).

The permissions feature for the document vault is structured in a different manner. Each document that is uploaded can be set to only be seen by users who have ‘Finance’ permissions on their user account, for example.

The different sections of permissions include: ‘Health & Life,’ ‘Account Management,’ ‘Finances,’ ‘Grantor Assets,’ ‘Financial Budgeting,’ and ‘Access MYTO simulations.’ The ‘Health & Life’ permissions refer to health surveys, health overview, providers, medications and scheduling. The ‘Account Management’ permissions refer to access to account management, relationship management, and account configuration. The ‘Finances’ permissions refer to financial data, income, beneficiary assets, financial surveys, and financial overview. The other three finance permissions refer to grantor assets, the beneficiary’s budget and the accompanying MYTO simulations. The finance permissions are broken up in this manner as each section deals with an individual's different financial information that they may or may not need to be kept private.

Usage:

To set a user account’s permissions the primary user on a client account (account creator/grantor) can do it at the time of that user's creation. The permissions can also be granted or removed at any time by the account creator/grantor. This can be done by moving the slider bar next to each permission section to ‘Off,’ ‘View,’ or ‘Edit.’

To change a user accounts permissions the primary user on a client account would have to go to the ‘Account Users’ section of their client account and click on ‘Edit’ on an account user's record. The process is the same when setting or changing permissions on a document that is being uploaded or has been uploaded previously.