FinFlo - Role Matrix

FinFlo - Role Matrix

In FInFlo, there are varied roles that can cater to the needs of an organization. The access to the modules in FinFlo is granted or restricted by the nature of the role that is given to a user. The creation of the users can be found in the Link.

Account Administrator role will have access to the entire FinFlo platform with no restrictions. 

Roles:
Practice Head
Operations Head
Operations Manager
Operations Executive
Customer Relationship Head
Relationship Manager Head
Relationship Manager

The below illustration shows the FinFlo modules and if the respective role is having access or not. The Green solid circle means access is available and Black solid circle means the role does not have access.








Notifications:
  1. Risk Profiles related Emails: Emails are sent to Customers while copying advisor marked as Primary and Practice Head.
  2. Trade Order Approve/Reject Emails: Emails are sent to all the users having RM roles.
  3. TICOB Related Emails: Emails are sent to all users having Operations Executives

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