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      What Are The Different Roles In StratiFi And Their Permissions?

      • Executive - This role can see everything in the Stratifi account and has access to all features. Can change user roles and move data around.

      • Administrative - This role can see everything in the Stratifi account. It has access to all features except for billing. Can change user roles and move data around.

      • Compliance - They can see everything in Stratifi. Can't move data around or change user roles. Does not have access to billing.

      • Advisor - Can only see data that is shared/assigned to them. Can move data around their own team. Does not have access to Templates, Surveillance, Users or Billing.

      • Analyst - Can only see data that is shared with them. Can't have their own clients or prospects but they can create prospects for advisors. Can't move data around. Does not have access to Templates, Surveillance, Users or Billing.

      Note - Depending on your plan, some features may be disabled.