Mantle User Roles
Investment Manager Role- Can create, update or delete;
- investment fund groups
- investment funds
- investment fund news
- investment fund field values
- investment fund statements
- scheme investment strategies
- scheme expected funding levels
Bank Feed Manager Role – Can upload bank statements in BAI2 format or Mantle’s generic bank statement format
Workflow Manager Role – Can edit workflow settings on all schemes and also create, update or delete global or scheme specific workflow task templates
MultiMarkdown templates Manager Role - Can edit MultiMarkdown settings on all schemes and also create, update or delete global or scheme specific MultiMarkdown templates
Data Audits Manager Role - Can edit Data Audit settings on all schemes and also create, update or delete global or scheme specific Data Audit templates
Data Reports Manager Role - Can create, update or delete scheme specific Data Report templates
Actuarial Manager Role – Can create, update or delete global or scheme specific decrements or mortality bases
Accounting Manager Role – Can edit accounting settings on all schemes and have escalated privileges on payments
Mailbox Role – Can assign ‘unassigned’ mailbox documents and can search and view all members in read only view
Account Manager Role (also described as Account Administrator or Super User) – Encompasses all other user roles listed above. Also provides the ability to create, update or delete users, user groups and schemes. Can assign, update or remove user scheme permissions.