Differences in User Roles
There are two user roles: Practitioner and Subscription Administrator. The differences between the user roles can be generally summed up like this: Practitioners can manage clients and plans; Subscription Administrators can manage clients and plans, too, and can also manage users, teams, and firm-wide policies.
The following table shows the tasks users can perform based on role.
| Task | Practitioner | Subscription Administrator (SA) |
|---|---|---|
| Activate a user | No | Yes |
| Add a client | Yes | Yes |
| Add a plan (create a new client plan) | Yes, with Editor or Owner permission | Yes |
| Add a team | No | Yes |
| Add a user | No | Yes |
| Add or change your password recovery email | Yes | Yes |
| Add or change your personal image | Yes | Yes |
| Add users to a team | No | Yes |
| Deactivate a user | No | Yes |
| Download users’ activities to an XLS file | No | Yes |
| Download users’ contact information to an XLS file | No | Yes |
| Edit a client | Yes, with Editor or Owner permission | Yes |
| Edit a team name and description | No | Yes |
| Edit a user | No | Yes |
| Export a client plan | Yes, if enabled by SA | Yes, if enabled by SA |
| Grant client permissions to other users | Yes, with Owner permission | Yes |
| Grant client permissions to teams | Yes, with Owner permission | Yes |
| Import a client letter template | Yes, with Editor or Owner permission | Yes |
| Import a user | No | Yes |
| Import client files | Yes, with Editor or Owner permission | Yes |
| Import multiple users | No | Yes |
| Manage “My Client Permissions” of other users | No | Yes |
| Manage your “My Client Permissions” | Yes, if enabled by SA | Yes |
| Purge items from your Recycle Bin | Yes, if enabled by SA | Yes, if enabled by SA |
| Purge Recycle Bin of all users | No | Yes |
| Remove a client | Yes, with Owner permission | Yes |
| Remove a plan | Yes, with Editor or Owner permission | Yes |
| Remove a team | No | Yes |
| Remove a user | No | Yes |
| Remove users from a team | No | Yes |
| Request a zip file archive of all client plans | No | Yes |
| Reset a user’s account verification credentials | No | Yes |
| Reset a user’s password | No | Yes |
| Reset your own password | Yes | Yes |
| Restore an item from your Recycle Bin | Yes | Yes |
| Save changes to a plan | Yes, with Editor or Owner permission | Yes |
| Send a plan as PDF attachment via email | Yes, if enabled by SA | Yes |
| Share a plan with Customer Support | Yes, if enabled by SA | Yes, if enabled by SA |
| Specify firm-wide client permissions policies | No | Yes |
| Specify plan policies | No | Yes |
| Specify Recycle Bin policy | No | Yes |
| Specify user password policies | No | Yes |
| Specify user sign-in policies | No | Yes |
| Specify user verification code policy | No | Yes |
| Transfer client ownership from user(s) to other user(s) | No, but with Owner permission you grant Owner permission to other users. | Yes |
| Update permissions using the Permissions Wizard | Yes, with Owner permission | Yes |
| Use Example Plans | Yes | Yes |
| View a client | Yes, clients you have access to | Yes, all clients in the system |
| View a plan as a PDF file | Yes | Yes |
| View activities of all users (audit trail) | No | Yes |
| View all changes you have made | Yes | Yes |
| View and change firm-wide calculation options | No, but you can change the calculation options in the Planner for a particular client plan. | Yes |
| View and edit all clients in the system | No | Yes |
| View subscription details | No | Yes |
| View the teams you are a members of | Yes | No, SAs are not team members |
| View your file import log | Yes | Yes |
| View your Recycle Bin | Yes | Yes |
| Work with Personal Plans | Yes, if enabled by SA | Yes, if enabled by SA |