Scheme Permissions Matrix

Scheme permissions can be categorised by the following types:

Scheme Power User

This permission allows all aspects of a scheme to be edited. The role also allows permissions on the scheme to be granted. Users with this permission will require two factor authentication to access Mantle.

Scheme Administrator

This permission allows member records to be updated. Users with this permission will require two factor authentication to access Mantle.

Actuarial

Actuarial allows bases to be set up and valuations to be run. Member data is anonymised unless 'Read Only Administrator' is also granted.

Actuarial (Employer)

Allows user to see an actuarial basis and results sandbox that is separate from all runs created under the trustee adviser permissions.

Read Only Administrator

'Read Only Administrator' allows read only access to member records.

Accounting

Accounting allows scheme bookkeeping records to be maintained.

Scheme Payroll

Payroll permission allows the user to run off final payroll reports from the system.

Scheme Docs Edit

Scheme Docs Edit allows user to add, edit and delete scheme wide documents but not those for individual members.

Scheme Docs View

Scheme Docs View allows user to view and download scheme wide documents but not those for individual members.

Workflow

Workflow allows the user to add and amend workflow logs and checklists.

Workflow Read

Workflow Read allows the user to view but not add or amend workflow logs and checklists.

Asset Liability Model Administrator

Allows user to edit asset liability model setup.

Asset Liability Model Administrator (Employer)

Allows user to edit asset liability model setup for all runs created under the trustee adviser permissions.

Funding Module

'Funding Module' allows the user to access daily valuation results.

Funding Module (Employer)

This permission allows the user to access daily valuation results for bases set up by users with Actuarial (Employer) permission.

Common Data Module

This permission allows the user to access summary common data audit results.

Conditional Data Module

This permission allows the user to access summary conditional data & benefit audit results.

Membership Module

Allows the user to analyse the membership profile.

FRS102 Module

Allows the user to see the frs102 module

Contributions Module

Allows the user to see the likely outcome of the current contribution plan and any changes required.

Asset Data Module

Allows the user to track scheme assets.

Asset Liability Model Module

Allows user to view asset liability model results.

Asset Liability Model Module (Employer)

Allows user to view asset liability model results for models set up by staff with Asset Liability Model Administrator (Employer) permission.

Buyout Tracking Module

Allows user to view buyout tracking results.

Payments Requester

Allows users to request payments via the payments form on the payments page.

Bank Reconciliation

Allows users to reconcile bank statement transactions as well as create bank reconciliation reports.

Payments Approver

Allows users to approve payments.

Payments

Allows users to process payments, reject payments and add accounting breakdown to payments.

Member Docs Edit

Allows users to create, edit and/or delete member documents.

Permission Groups

Permission Scheme Admin Senior Admin System Admin Accounting Payroll Scheme Power User ✘ ✘ ✔ ✘ ✘ Scheme Administrator ✔ ✔ ✔ ✘ ✘ Actuarial ✘ ✘ ✘ ✘ ✘ Actuarial (Employer) ✘ ✘ ✘ ✘ ✘ Read Only Administrator ✘ ✘ ✘ ✔ ✔ Accounting ✘ ✘ ✔ ✔ ✘ Scheme Payroll ✘ ✘ ✔ ✘ ✔ Scheme Docs Edit ✘ ✔ ✔ ✘ ✘ Scheme Docs View ✔ ✔ ✔ ✔ ✔ Workflow ✔ ✔ ✔ ✘ ✘ Workflow Read ✘ ✘ ✘ ✔ ✔ Asset Liability Model Administrator ✘ ✘ ✘ ✘ ✘ Asset Liability Model Administrator (Employer) ✘ ✘ ✘ ✘ ✘ Funding Module ✔ ✔ ✔ ✔ ✔ Funding Module (Employer) ✘ ✘ ✘ ✘ ✘ Common Data Module ✔ ✔ ✔ ✔ ✔ Conditional Data Module ✔ ✔ ✔ ✔ ✔ Membership Module ✔ ✔ ✔ ✔ ✔ FRS102 Module ✘ ✘ ✘ ✘ ✘ Contributions Module ✘ ✘ ✘ ✘ ✘ Asset Data Module ✔ ✔ ✔ ✔ ✔ Asset Liability Model Module ✘ ✘ ✘ ✘ ✘ Asset Liability Model Module (Employer) ✘ ✘ ✘ ✘ ✘ Buyout Tracking Module ✘ ✘ ✘ ✘ ✘ Payments Requestor ✘
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Bank Reconciliation
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Payments Approver
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Payments
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Member Docs Edit
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Non Employer Permission Groups

Permission Actuarial Trustee ALM Admin ALM Scheme Power User ✘ ✘ ✘ ✘ Scheme Administrator ✘ ✘ ✘ ✘ Actuarial ✔ ✘ ✔ ✘ Actuarial (Employer) ✘ ✘ ✘ ✘ Read Only Administrator ✔ ✘ ✔ ✔ Accounting ✘ ✘ ✘ ✘ Scheme Payroll ✘ ✘ ✘ ✘ Scheme Docs Edit ✘ ✘ ✘ ✘ Scheme Docs View ✔ ✘ ✘ ✘ Workflow ✘ ✘ ✘ ✘ Workflow Read ✔ ✘ ✘ ✘ Asset Liability Model Administrator ✘ ✘ ✔ ✘ Asset Liability Model Administrator (Employer) ✘ ✘ ✘ ✘ Funding Module ✔ ✔ ✔ ✔ Funding Module (Employer) ✘ ✘ ✘ ✘ Common Data Module ✔ ✔ ✔ ✔ Conditional Data Module ✔ ✔ ✔ ✔ Membership Module ✔ ✔ ✘ ✘ FRS102 Module ✔ ✔ ✘ ✘ Contributions Module ✔ ✔ ✘ ✘ Asset Data Module ✔ ✔ ✘ ✘ Asset Liability Model Module ✘ ✘ ✔ ✔ Asset Liability Model Module (Employer) ✘ ✘ ✘ ✘ Buyout Tracking Module ✔ ✔ ✔ ✘ Payments Requestor
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Bank Reconciliation
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Payments Approver
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Payments
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Member Docs Edit
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Employer Permission Groups

Permission Actuarial Trustee ALM Admin ALM Scheme Power User ✘ ✘ ✘ ✘ Scheme Administrator ✘ ✘ ✘ ✘ Actuarial ✘ ✘ ✘ ✘ Actuarial (Employer) ✔ ✘ ✔ ✘ Read Only Administrator ✔ ✘ ✔ ✘ Accounting ✘ ✘ ✘ ✘ Scheme Payroll ✘ ✘ ✘ ✘ Scheme Docs Edit ✘ ✘ ✘ ✘ Scheme Docs View ✘ ✘ ✘ ✘ Workflow ✘ ✘ ✘ ✘ Workflow Read ✘ ✘ ✘ ✘ Asset Liability Model Administrator ✘ ✘ ✘ ✘ Asset Liability Model Administrator (Employer) ✘ ✘ ✔ ✘ Funding Module ✘ ✘ ✘ ✘ Funding Module (Employer) ✔ ✔ ✔ ✔ Common Data Module ✔ ✔ ✔ ✔ Conditional Data Module ✔ ✔ ✔ ✔ Membership Module ✔ ✔ ✘ ✘ FRS102 Module ✔ ✔ ✘ ✘ Contributions Module ✔ ✔ ✘ ✘ Asset Data Module ✔ ✔ ✘ ✘ Asset Liability Model Module ✘ ✘ ✘ ✘ Asset Liability Model Module (Employer) ✘ ✘ ✔ ✔ Buyout Tracking Module ✔ ✔ ✔ ✘ Payments Requestor
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Bank Reconciliation
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Payments Approver
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Payments
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Member Docs Edit
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