User roles and access
Experience self-service control on the new Nucleus Platform, following the upgrade.
You can designate a Master user with special account privileges to manage user access and assign roles to your team. This provides you with more control over your data and the ability to tailor access to your business needs.
The table below illustrates the roles (for both advisers and non-advisers) and functions available:
| Area of platform | Function | Master user | Trading access | User maintenance | New business illustrations | Read only | Non-trading |
|---|---|---|---|---|---|---|---|
| Adviser tools | Run adviser reports | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ |
| Capital Gains Tax (CGT) tools | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | |
| View the status of transfers in and out | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | |
| Run ‘What if’ illustrations | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Model upgrade wizard | Edit ✔ | Edit ✔ | ✘ | ✘ | ✘ | ✘ | |
| View adviser flows and charges in the business performance app | View ✔ | ✘ | ✘ | ✘ | ✘ | ✘ | |
| View Assets Under Management (AUM), client and product summaries in the business performance app | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | |
| User management | Create and manage users within your firm | Edit ✔ | ✘ | Edit ✔ | ✘ | ✘ | ✘ |
| Update your phone number and email address | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | |
| Customer transactions | Add and view clients | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ |
| Create new illustrations | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Create new business, add new products to existing accounts, pension top ups and benefits | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Access to money movements (including regular) | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Carry out trades such as buys (including regular), sells, switches and bulk switches | Edit ✔ | Edit ✔ | ✘ | ✘ | ✘ | ✘ | |
| Maintain regular instructions | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Carry out Bed and ISA transactions | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Manage client pensions | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Add and manage adviser fees | Edit ✔ | Edit ✔ | ✘ | Edit ✔ | ✘ | Edit ✔ | |
| Customer information | View uploaded platform generated correspondence or documents and generate documents | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ |
| Add and manage client bank accounts | Edit ✔ | Edit ✔ | View ✔ | Edit ✔ | View ✔ | Edit ✔ | |
| Maintain client details* | Edit ✔ | Edit ✔ | View ✔ | Edit ✔ | View ✔ | Edit ✔ | |
| View all activity on client record, such as transaction history, corporate actions, payment/withdrawal history | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | |
| View portfolio holding and valuation | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | |
| Secure messaging | Send, view and reply to secure messages | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ |
| Tools | DIM portal - create and manage model portfolios** | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ | Edit ✔ |
| Research | View information on funds and Exchanged Traded Instruments (ETIs) | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ |
| View model portfolios | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ | View ✔ |
View – You can view this page
Edit – You can view and interact with the page
X – You don’t have access to this page and/or function
* Some details need to be edited by the client or requested by Nucleus.
** Users can have either view or edit access on the DIM portal when their account is created.
Note - You only have access to customers that you have permission to interact with on the platform.