Roles / User privilege model

Overview 

The User privilege model within Rapptr specifies the functionality available to users throughout the system, defined by the following user roles:

  • Reviewer - access to results which includes the ability to assign & comment. Also able to view portfolios, individual rules, value sets and regulatory data. Designed as basic-level access.
  • Manager - same functionality as Reviewer with the ability to upload positions. Also able to view properties and data views allowing rule analysis. Designed as the standard role for compliance users.
  • Administrator - same functionality as Manager with the additional ability to view, edit, create and delete users and portfolios alongside rule approval. Also able to view audit log and previous uploads. Designed to provide day-to-day administrative control for Rapptr to the user.
  • API - specific role designed to be assigned for login via the API. Provides the ability to upload data and receive status responses. API users are not able to login to the system.
  • Tech - this role was specifically designed with our clients' IT teams in mind. Tech users will be able to log in and carry out technical tasks, without being able to action any results.

To manage users the following article provides the steps to be taken by an Administrator.

 

Privilege Matrix 

Function Action Administrator Manager Reviewer Tech API
Audit Trail View      
Companies View      
Companies Create / Edit / Delete        
Data Overrides Create / Edit        
Data Overrides View    
Data Views View    
Disaggregations View        
Global Company Database View  
Issuer Requests Create / Download    
Portfolios Download      
Portfolios Upload    
Portfolios View  ✔  ✔  
Portfolios Create / Edit        ✔
Portfolios Assign Rule Folder        ✔
Portfolios Assign Aggregation        ✔
Portfolios Set Warning %      
Properties View    
Regulatory Data View  
Results Annotate  
Results View  
Results Verify / Reject    
Results Assign / Take    
Results (disclosure) Disclose / Generate     
Results (disclosure) Mark as Filed      
Rules View Individual  
Rules Approve        
Rules Deactivate        
Rules Set Warning %      
Uploads View Previous      
Uploads Import Positions  
Tasks View    
Tasks (FundApps) View  
Tasks (FundApps) Assign / Confirm  
Transactions Import  
Users View      
Users Create / Edit / Delete        
Value Sets View  
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