Introduction

Access permission settings in Investwell Mint allow brokers to manage user roles and their level of control over different features. This ensures that team members have appropriate access based on their responsibilities, improving security and workflow efficiency.


Path to Access Permission Settings

Broker Dashboard > User Settings

Here, you will find two sections:

  1. Users Section

  2. Access Permission Section


Users Section

This section offers an organized list of all users in your organization, making it easy to assign roles, create new users, and manage permissions. 

  • View the list of users in your organization with filter options.

  • Perform actions like:

    • Creating a user

    • Bulk uploading users

    • Creating a role

  • Every user is assigned a role, and each role has predefined access permissions.

  • Role permissions can be modified in the Access Permission section.

  • Add a link to the user settings article




Access Permission Section

Customize role-based permissions to control what users can view, edit, delete, or export within the broker and client portals. Switch between portals to configure specific access levels. Below is an explanation of all available options:

  1. The Role Dropdown allows you to select a role and view its permissions. (Highlighted as 1 in the screenshot)

  2. The Portal Toggle switches between:

    1. Broker Portal

    2. Client Portal

  3. The Access Permission Table consists of two sections:

    1. Menu Items (Features) – Displays all left-side menu options in Investwell Mint. Some menu items have a ‘+’ sign to expand and reveal sub-menu options.

    2. Permissions: Below, we have defined the permissions that dictate the level of access users have within Investwell Mint:

  4. View – Controls whether users can see the selected menu item.

  5. Add/Edit – Determines if users can add or modify records within that menu item.

  6. Delete – Allows users to remove records.

  7. Export – Grants permission to extract data.



Step-by-Step Process to Modify Access Permissions

  1. Select a role from the Role Dropdown.

  2. Toggle between Broker Portal and Client Portal.

  3. Check or uncheck the relevant permissions: View, Add/Edit, Delete, Export.

  4. Click Submit to save changes.

If you face any issues, feel free to reach out to our support team or raise a ticket.