Mantle Scheme Level Permissions Detail

Standard Permissions

Scheme Power User

Add, edit and delete benefit categories and all items within the benefit category

Edit scheme level settings which includes workflow, multimarkdown, data audits, data reports, bulk documents, accounts, payroll etc

All scheme CSV import/exports

Edit members without two-step approval and read-only data items

Bulk download of scheme document archive

Administer data report templates

Scheme Administrator

Search for, view and edit member records, with edits typically requiring two-step approval. Approve edits made by other users.

View, edit and create documents on member records, with changes typically requiring two-step approval. Approve documents created by other users.

Administer member and scheme workflow tasks

Bulk downloads of member data using standard Mantle exports and pre-prepared data report templates

Administer and run bulk letters/documents

Add, edit or delete scheme payroll runs

Request lump sum payments to members

Create and sign off Trustee Administration reports

Accounting

Edit scheme accounting settings

Add, edit or delete scheme bank accounts, account transactions, chart of accounts, account reports and assign investment fund groups to the scheme

Create, edit and delete individual ledger transactions or journal entries as well as update the accounting breakdown on requested payments

View all payments, add accounting breakdowns and approve payments in the ‘awaiting accounting approval’ status

Create, edit, delete, request signoff, reject signoff and confirm signoff of all types of accounting reports

Accounts CSV import/export

Scheme Payroll

Edit scheme payroll settings

Lock, confirm, and sign off payroll run

Import gross to net payroll run data

Download payroll run data

Create the payroll run payments

Edit member payroll data items

Tax code, P45 and P60 CSV import/export

Payments

Create, edit and delete new payments

Create the payment accounts breakdown and mark the payment to be processed or marked as paid upon passing the approval stage

Payments Requester

Create payments via the "New Payments Form"

Create invoice/scheme payroll (external)/internal transfer/investment/disinvestment and general payee payments

Payments Approver

Approve/reject payments that are in the "Awaiting Approval" stage.

Bank Reconciliation

Reconcile bank statement transactions against scheme accounts ledger transactions and also create reconciled debit/credit ledger transactions from bank statement transactions if no matching transaction on the scheme exists.

Create, edit, delete and request signoff of bank reconciliation reports

Member Docs Edit

Add, edit and delete the individual member’s / dependant’s documents only

Scheme Docs Edit

Add, edit and delete scheme-wide documents for display in member apps (e.g. Member Booklets), but not individual member documents

Scheme Docs View

View scheme-wide documents for display in member apps (e.g. Member Booklets), but not individual member documents

Workflow

Administer member and scheme workflow tasks

Workflow Read

View member and scheme workflow tasks

Read Only Administrator

Search for and view member records

View member documents

Actuarial

Add, edit and delete (Non-Employer) valuation bases, mortality bases, age decrements, age/year decrements, age/period decrements

Add (Non-Employer) basis valuation runs

Actuarial CSV import/exports

Add member actuarial overrides to member data items

Asset Liability Model Administrator

Set up Asset Liability Model for scheme

Permissions for Configuring the Graphical Mantle Dashboard

Graphical Mantle Dashboard Permissions

Asset Liability Model Module

View and use graphical Asset Liability Model module

Buyout Tracking Module

View and use graphical Buyout Tracking Module

FRS102 Module

View and use graphical FRS102 Module

Membership Module

View and use graphical Membership Module

Asset Data Module

View and use graphical Asset Data Module

Contributions Module

View and use graphical Contributions Module

Common Data Module

View and use graphical Common Data Module

Conditional Data Module

View and use graphical Conditional Data Module

Funding Module

View and use graphical Funding Module

Employer Permissions

Users with Actuarial Employer permissions won’t be able to see bases, results etc set up under the standard Actuarial permissions. Likewise, users with standard Actuarial permissions won’t be able to see bases, results etc set up under the ‘Employer’ Actuarial permissions.

Employer Permissions

Asset Liability Model Administrator (Employer)

Set up Asset Liability Model for scheme

Asset Liability Model Module (Employer)

View and use graphical Asset Liability Model module

Actuarial (Employer)

Add, edit and delete (Employer) valuation bases, mortality bases, age decrements, age/year decrements, age/period decrements

Add (Employer) basis valuation runs

Funding Module (Employer)

View and use graphical Funding Module