--- title: "User Role Security Matrix" url: "https://knowledge.wizehub.co/en/article/wizehub-user-role-security-matrix" language: "en" last_updated: "2026-09-15T02:41:19.890Z" --- # User Role Security Matrix Understand user role accessibility and permission levels in the WizeHub. | ## **WizeHub User Roles** | | | | | | | --- | --- | --- | --- | --- | --- | | **Module** | **Executive** | **Senior Client Manager** | **Production**
**Team** | **Administration**
**Team** | **CFO** | | Includes Owners, Partners, Board Members, Executives (CEO, CMO, CFO, COO), General Managers and Practice Managers | Senior Client Managers who manage a Production Team | Includes Assistant Client Managers, Senior Production Managers, Accountants and Bookkeepers | Includes Client Service Assistants, Admin Assistants, Receptionists, Marketing Assistants and Accounts Clerks | Includes Assistant CFOs, FAB5 Champions and Office Managers | | | ### **DASHBOARD** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Overview (Business Intelligence for Executive users)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | | **Wize Blueprint** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Freedom Vault** | | | | | | | **Freedom Map Projects** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Freedom Map Coaching Steps** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ^ ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Training Module** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | | | | | | | | **WizerAI Coach** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **DISCOVER** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Scorecards\*\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Ideal Lifestyle\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **People (Basic)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **People (Sensitive)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Mission, Vision & Values** | | | | | | | **Company Mission** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Personal Mission** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | ### **PLAN** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Ideal Income** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Growth Plan** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Equity Plan** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Team Designer** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Ideal Teams** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Organisation Chart** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | | **Budget & Capacity** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access# **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Client Portfolio** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lead Calculator** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | ### **EXECUTE** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Activities & Delegation\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Meetings** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Owner / Attendee Visibility (View or Editor)
**![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Owner / Attendee Visibility (View or Editor)
**![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Owner / Attendee Visibility (View or Editor)
**![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Owner / Attendee Visibility (View or Editor)
**![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Task Hub** | | | | | | | **Task Hub (My Tasks)\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Task Hub (My Delegations)\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Task Hub (Business Wide Tasks)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lead Pipeline** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lead Pipeline: Proposal Calculator (Prospects)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Bookkeeping Quote** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **MEASURE** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Marketing Metrics** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | #### **Financial Metrics** | | | | | | | **Revenue** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access# **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **EBITDA** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Write offs** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lockup** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Revenue Won & Lost** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access# **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | #### **Net Promoter Score** | | | | | | | **Client** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Team** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | | | | | | | | **FAB5** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only# **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **POLICIES** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Policies & Procedures** | | | | | | | **Board** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | **Marketing** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Sales** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Production** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Quality** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Admin** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Accounts** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **ALIGN** | | | | | | | **Career Audit\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Career Wheel\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Energy Audit\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Life Wheel\*** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Team Analysis** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | ### **ACQUISITIONS** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Potential Acquisitions** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Business Brokers** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Risk Assessment** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Borrowing Calculator** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Resources** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **SETTINGS** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Business Details** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Manage Users** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | #### **System Preferences** | | | | | | | **Client Industries** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Launch Pad Apps** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Read only **![A check mark in a box Description automatically generated](https://cdn-assets.productfruits.com/14bc07b4-fb09-4c54-a5c1-411184e98b37)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lead Sources** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Lead Status** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Meeting Agendas** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Meeting Category** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Reason for Revenue Lost** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Task Status** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Team Roles** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | | | | | | | | **Financial Year Rollover** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | ### **INTEGRATION** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **Accounting Software** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | No access ![A red x in a black square Description automatically generated](https://cdn-assets.productfruits.com/4b87c97e-aba4-4a86-bedd-cad801928e1a) | | ### **SUPPORT CENTRE** | | | | | | | Role | Executive | Senior Client Manager | Production
Team | Administration
Team | CFO | | **WizeHub Knowledge Centre** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Request Support** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | | **Feedback** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | Full access **![A green tick in a square Description automatically generated](https://cdn-assets.productfruits.com/9a71def8-e70b-49cd-af35-0dc74fd2604e)** | \* Information added to this menu is only visible to the user. For example, Jane Smith (jane@mybusiness.com) has completed her Ideal Lifestyle. Jane is the only user that can see her Ideal Lifestyle. Some modules include an option for the user to share their data with a manager e.g. Activities & Delegation, Career Wheel, Energy Audit, and Life Wheel.  \*\* Information added to Scorecards is only visible to the user who created the Scorecard with the exception of the Growth Scorecard. Data entered in the Growth Scorecard will automatically populate when additional Scorecards are created by other Executive users.  \# Visibility is restricted to the Senior Client Manager's team. A Senior Client Manager user role must be the same person as the Senior Client Manager who leads the production team.  ^ Executive users can grant access to other user roles via Manage Users.