WealthWorks+ now allows user ‘roles’ to be defined, and then applied to each user accessing the site. Rather than having to define which user can view, add to and amend records in WealthWorks+, these can be defined according to a specific type of user or role. Each user can then be given that role, and access to the data is restricted accordingly.
WealthWorks+ is installed with six pre-configured roles - Clerical Support, Accountant, Trust Officer, Director, External Owner and Supervisor).