Users and User Roles

Users

Selecting Setup>Users directs the user to the User Admin where all the users of the Moorgate application can be edited, deleted and new users added.

• Users can be assigned to the necessary Product Companies and Management Companies linked to the Product Company

  • • This assignment controls what data the user will see

• • Role assignment controls what they can do with the data

User Roles

• Admin: Access to the Home, Setup and Help Menu Items and all sub menu items. An Admin user can perform all setup tasks and add other Admin users to the system

• Asset Allocation: Access to the Home, Funds and Help Menu Items and all sub menu items. This user can import Prices and capture Asset Allocation Data

• Capturer: Access to the Home, Transactions and Help Menu Items and all sub menu items. A Capturer can import Transaction and Confirmation data and manually capture Confirmations. They can also edit and remove confirmations, roll back imports and initiate Market Actions. Additionally they can view transactions and confirmations on accounts which they have access to

• Daily Process: Access to the Home, Daily Process and Help Menu Items and all sub menu items. This user can view the Dashboard and kick off scheduled processes

• Manager: Access to the Home, Transactions and Help Menu Items and all sub menu items. A Manager can do all the same things a Capturer can and they can Authorise and Reject Initiated Market Actions.

• Reconciliation: Access to the Home, Reconciliation and Help Menu Items and all sub menu items. This user can perform Manual and Auto Reconcilations and Manage Tags

• Reports: Access to the Home, Reports and Help Menu Items and all sub menu items. A user with the Reports role can View all Reports added to the system

• Static Data Maintenance: Access to the Home and Help Menu and all sub menu items as well as the Tag Types, Balancing Entry Types, Product Companies, Products, Fund Companies, Funds and Accounts sub menu items of the Setup menu item. This user can set up and maintain the static data required within Moorgate

• User Maintenance: Access to the Home and Help Menu and all sub menu items as well as access to the Users sub menu of the Setup Menu item. This user can add and maintain users and assign them to all roles except Admin users. They cannot edit existing Admin users and they cannot edit their own access rights. Only an Admin user can do that