Team Roles and Permissions for Advisory FirmsFinuro lets research and advisory firms give each team member exactly the access they need. Start from viewer, editor, creator or manager presets, or build custom roles from a permission matrix covering advisory, customers, monetisation, courses, bookings, content and audit logs. Every change is recorded in the audit log.  TEAM ACCESS What can you control with roles and permissions?Access by module and action, for every person on your team. Role presetsViewer, editor, creator and manager presets to get started quickly. Custom rolesBuild roles from a permission matrix covering each part of Finuro. InvitationsInvite team members by email; they accept or decline the invitation. Bulk user importAdd several team members at once, with optional invitation emails. WHY IT MATTERS Why control team access?Shared logins make it impossible to know who changed what. Least access neededSupport staff can see customers without publishing calls. AccountabilityEvery action is tied to a named user in the audit log. Safer offboardingRemove one person's access without changing everyone's password. Room to growAdd analysts and support staff as your firm grows. How team access worksStep 1 Choose a roleStart from a preset or create a custom role. Step 2 Set permissionsTick the modules and actions the role can use. Step 3 Invite peopleSend invitations or import users in bulk. Step 4 Review activityCheck the audit log for who did what. |
Who needs roles and permissions?
Any practice where more than one person logs in: an analyst with a support assistant, a firm with several analysts, or a team with sales, support and compliance staff. Each person should see and change only what their job needs.
Why access control matters for regulated firms
Regulated firms need to show who did what and when, especially for recommendations, client records and settings. Shared logins make that impossible. Named users with defined roles, combined with an audit log, give you a clear answer when an auditor asks.
How roles work in Finuro
Presets
Viewer gives read-only access, editor allows changes, creator adds creating new items, and manager covers the widest access. Use them as they are or as a starting point.
The permission matrix
Custom roles are built from a matrix of pages and options across Finuro, including advisory, customers, monetisation, courses, bookings, content, integrations and audit logs. Tick what each role may see and do.
Inviting and importing users
Invite people by email; they accept or decline. To add many people at once, use the bulk importer and choose whether invitations are sent. Finuro shows when your plan's user limit has been reached.
The audit log
Create, update and delete actions are logged for recommendations, subscriptions, coupons, courses, bookings, exclusive content, risk profiles and questions, content groups, vendors, payout beneficiaries, settings and users. Filter by entity, action and ID to find a change.
Example roles
| Team member | Typical access |
|---|---|
| Research analyst | Advisory: publish and manage recommendations and portfolios |
| Support executive | Customers and communication, no advisory changes |
| Accounts | Monetisation and transactions, read-only elsewhere |
| Compliance officer | Audit logs and reports, read-only |
Common use cases
An analyst with one assistant
Give the assistant customer and communication access so they can handle client questions without publishing recommendations.
A growing research firm
Create roles for analysts, support and accounts, and import new hires in bulk with invitation emails.
An audit question
Filter the audit log by entity and action to show who changed a recommendation or a subscription, and when.
Getting started
- List the jobs in your team, such as analyst, support, accounts and compliance.
- Start from the viewer, editor, creator or manager preset closest to each job.
- Adjust the permission matrix so each role sees only the modules it needs.
- Invite each person by email, or import several users at once.
- Review the audit log regularly, and update roles when responsibilities change.
Removing a person's access is a single change, so offboarding no longer means changing a shared password.
Related Finuro features
- SEBI record keeping: the audit trail roles feed into
- CRM for research analysts: shared client records for your team
- Business analytics: give accounts staff the numbers they need
Frequently asked questionsCommon questions about team roles and permissions in Finuro. Built for SEBI RAs and IAs Give your team the right accessCustom roles, invitations and a full audit trail for every action. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.