Practice Administrator and Principal permissions

Users with Practice Administrator or Principal permissions can perform a range of administrative tasks in your practice, including managing staff access and billing accounts.

Practice Administrator

If you're a Practice Administrator, you can manage:

  • Staff access
  • Practice profile settings (for the Advisor Directory)
  • Billing accounts for any organizations belonging to the practice
  • Report publishing styles
  • Client groups
  • Report templates

Give someone in your practice Practice Administrator permissions

To change staff permissions, you need to be either the Principal or a Practice Administrator.

To give an existing staff member Practice Administrator permissions, you need to change their permission level from Staff to Practice Administrator.

To set up a new staff member as a Practice Administrator, you need to invite them into your practice with Practice Administrator permissions.

Principal

Only one person in your practice can have Principal permissions. The Principal in one practice cannot use the same login to be a Principal or Practice Administrator in another practice.

The Principal has the same permissions as a Practice Administrator, but only the Principal:

  • Has access to your practice organization by default
  • Can edit their own permissions
  • Can transfer the subscriber for an organization in your practice