• Create unlimited users for different designations or departments.
• Assign roles like Compliance Officer, Junior Analyst, Accountant, Business Partner, or any other designation.
• Define exactly what each role can see and do in the panel.

Instead of juggling one master login, you get a structured business environment where everyone has their own access — controlled, safe, and compliant.

Most systems restrict permissions at a page level. But your RA business is more complex. Our system goes beyond pages — down to every button, action, and operation inside the page.

• Decide who can view data, who can edit, and who can delete
• Allow some users to generate client reports but restrict them from modifying records
• Let junior analysts post trade recommendations but block access to payment details
• Give accountants billing access while hiding client portfolio details

This means every role matches real-world responsibilities — minimizing errors and maximizing efficiency.

Every single element inside the admin panel can be locked or unlocked.

• A compliance associate may view agreements but cannot modify or download them.
• A support executive can handle queries but cannot touch sensitive client data.
• An analyst can issue recommendations but cannot override system rules.

This is true enterprise-level security tailored for the RA business environment.

Here's the game-changer: our system generates a custom menu for every user.

• If a feature isn't part of a user's role, it's not just disabled — it' completely hidden.
• Users will never even know that restricted operations exist.

This ensures:

• A clean, distraction-free dashboard for each employee
• Absolute confidentiality of sensitive business functions
• Zero risk of accidental access