Permission sets define how clients interact with their financial information in the Client Portal. Choosing the right permission set helps you:
Set clear boundaries for collaboration
Protect Asset-Map information
Match portal access to your advisory workflow
Avoid unnecessary follow-up or rework
Permission sets are not just technical settings — they are relationship and workflow decisions.
What Is a Permission Set?
A permission set determines:
What a client can see in the Client Portal
What actions a client can take (if any)
Permission sets are assigned when you create a Client Portal link, and they can be updated or revoked later.
Permission sets control behavior. Portal links simply deliver access.
Standard Permission Sets
View Only
What it allows:
Client can view shared Asset-Map outputs
Client can review financial structure outside of meetings
What it prevents:
No suggested changes
No edits of any kind
When to use View Only:
Meeting preparation and transparency
Clients who prefer review without interaction
Early-stage or sensitive engagements
Default View Only Permission Sets
All Available (View Only): view multiple reports and the Asset-Map
Asset-Map Report (View Only): only makes the Asset-Map available for viewing
Suggesting Mode
What it allows:
Client can submit suggested updates to Asset-Map information
Suggestions are grouped and reviewed as drafts by the advisor
What it prevents:
Direct edits to live Asset-Map data
Changes without advisor approval
When to use Suggesting Mode:
Periodic data refreshes
Pre-meeting information gathering
Clients comfortable providing updates digitally
Default Suggesting Permission Set
Asset-Map Report Suggesting:
Displays no other reports other than the Asset-Map
Provides an interface for suggesting changes
Suggesting Mode is collaborative, not autonomous.
Custom Permission Sets
Custom permission sets allow you to fine-tune client access beyond standard options.
A Team Manager can control:
Which reports are visible
Which sections appear in the portal
Feature availability based on client role
Common use cases:
Spouses with different engagement levels
Family members with limited visibility
Business partners or collaborators
For more information see, Client Portal Custom Permission Set
Please note: This setting is not universally accessible; its availability depends on your compliance requirements. If you cannot access this page, it means your organization has restricted its availability.
Match Permission Set to Intent
Ask yourself:
Do I want information reviewed or updated?
Am I prepared to review suggested changes promptly?
Permission sets should support your process — not create obligations you don’t intend to fulfill.
Updating or Revoking Permission Set
Permission sets are not permanent.
You can:
Change permission set as client needs evolve
Revoke access entirely
Assign different permission set to different household members
For step-by-step instructions, see:
Relationship to Other Client Portal Features
Permission sets work within the broader Client Portal framework:
Applied when portal links are created
Enforced throughout portal use
Especially important when using Suggesting Mode
For operational details, see:
Key Takeaway
Permission sets are a strategic tool.
When chosen intentionally, they:
Clarify expectations
Protect your workflow
Strengthen the advisor–client relationship through communication
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