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Users
Introduction
Users can be categorised by three types:
Account Manager - allows the user to add
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Mantle User Roles
Investment Manager Role- Can create, update or delete;
investment fund groups
investment funds
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Mantle Scheme Level Permissions Detail
Standard Permissions
Standard Permissions
Scheme Power User
Add, edit and delete benefit ca
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Scheme Permissions Matrix
Scheme permissions can be categorised by the following types:
Scheme Power Use
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Deleting Data, Benefit Categories and a Scheme on Mantle (For Account Managers)
In order to delete a scheme on Mantle, you must first delete the data and benefit category.
De
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Using Google Authenticator to log into Mantle for the first time
When a new Mantle User is set up and a QR code is provided for first log in, the user should follow
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Creating a New User and applying permissions
This article provides steps on how to create a new user. Please note that once a user is created, t