For an overview of all user types available in your portal, see What Are the Different User Types in Your Portal?
Administrative Users help manage Vaults, users, permissions, and operational workflows within the portal. Administrative access can vary significantly depending on your organization’s portal structure and configuration.
Full Administrators vs Limited Administrators
Not all Administrative Users have the same level of access.
Your organization may configure different types of Administrators depending on operational and security requirements.
Full Administrators
Full Administrators have broad access across the portal and can typically:
- Access all assigned Vaults
- Create and manage users
- Manage permissions and Vault access
- Configure administrative settings
- Access operational and reporting tools
- Access administrator-only features enabled for the portal
Limited or Light Administrators
Limited Administrators have access only to the specific administrative areas and features assigned to them.
Depending on the configuration, they may:
- Have limited visibility into reports or dashboards
- Access only specific operational tools or workflows
Feature-Based Administrative Permissions
Administrative permissions are feature-based. This means an Administrator can only manage or assign access to features they already have access to themselves.
For example:
- An Administrator without access to Dashboard Reporting cannot grant Dashboard access to another user
- An Administrator without access to Private Folders cannot manage Private Folder permissions for other users
- An Administrator without access to specific operational tools will not see those management options
Available permissions and management capabilities depend on your organization’s portal configuration and enabled feature flags.
Administrative Roles by Portal Structure
The responsibilities and feature access of Administrative Users also depend on the portal structure used by your organization.
2-Tier Portals
In a 2-Tier Portal structure, Administrators typically have access to all Vaults within the portal by default.
Administrators in this structure commonly:
- Manage all client Vaults
- Create and manage users
- Configure permissions
- Upload and organize documents
- Access operational and reporting features enabled for the portal
This structure is commonly used when a single organization centrally manages all users and Vaults.
3-Tier Portals
In a 3-Tier Portal structure, administrative responsibilities are separated between organizational levels.
Head Office Administrators
Head Office Administrators oversee the entire system and typically have visibility across all sub-portals, Vaults, users, and operational settings.
Depending on permissions, they may:
- Manage all portals and Vaults
- Manage Portal Administrators
- Access enterprise-level reporting and tools
- Configure organization-wide settings
Portal Administrators
Portal Administrators manage only their assigned portal or business unit.
Depending on permissions, they may:
- Manage users within their portal
- Manage client Vaults inside their portal
- Upload and organize documents
- Access portal-level operational tools and settings
This structure helps organizations maintain centralized oversight while separating administration between business units, advisor teams, or regional offices.
4-Tier Portals
In a 4-Tier Portal structure, administrative access may extend across multiple affiliated companies or enterprise divisions.
Depending on permissions and organizational structure, Administrators may:
- Access affiliate portals and Vaults
- Manage users across multiple organizations
- Support operational oversight across enterprise divisions
- Access the enterprise Corporate Vault
This structure is commonly used by large enterprises with multiple subsidiaries, regions, or affiliated organizations.