Dealer admin users have access to the Advisor Settings tab within their Admin Module.
Within this tab, admin users can restrict some of the actions that advisors can perform. The permissions which can be controlled are as follows:
Adding/editing the External Identifier field on an investor profile, account and transaction.
Editing the investor and transaction documents to be viewable on the investor portal.
Editing the main Active/Inactive setting on an investor profile.
Editing the Do Not Contact setting on an investor profile
Editing the Deceased setting on an investor profile
Editing the Communication and Notification Preferences on an investor profile.
The Communication Preference related to the Email/Print setting
The Notification Preferences relate to the Statements, Investor Documents, Trade Confirmations and EE-Sign email settings.
