The following is a brief overview of the information requirements and reflects the different tabs in the Excel:
1. FundWare Users
Please provide a list of the people within your company who will be using FundWare and needing access to the environment. This also asks you to advise what role each user has; please see below.
2. FundWare Roles and Permissions
Each user will be assigned a role; this role will determine the level of access the user will have to the systems functionality. We would suggest you have 5 roles:
| Role Name | |
|---|---|
| FW Vendor | Funds-Axis Super-User log-on |
| FW Security Administrator | Just manages username and passwords |
| FW Business Admin | Able to make changes and approve changes to scheme set-ups and other system data. They cannot approve their own change so there is maker-checker. |
| FW Standard | Can make changes to scheme set-ups and other system data, but cannot approve any change. |
| FW Viewer | Cannot make changes or approve. Can only view results / reports. |
If you wish to, you have further granularity of roles in terms of:
· Portfolios to which users have access
· Modules that they have access to – e.g. some users only have access to cashflow and others have access to investment compliance.
Please use the Excel to document which roles you wish to have.