Access Control & Role Permissions
Manage active advisor accounts, FSPR numbers, and assigned module permissions.
Advisor Directory
| User Name | Email Address | Role Assigned | FSPR Number | Status | Last Login | Action |
|---|---|---|---|---|---|---|
| Sushant Yadav | sushant@ssadvisory.co.nz | Super Admin | FSP-771892 | Active | 18 Aug 2026, 09:12 AM | |
| Priya Patel | priya@ssadvisory.co.nz | Insurance Advisor | FSP-449102 | Active | 17 Aug 2026, 04:45 PM |
Role Permissions Matrix
| Role Title | Description | Clients | Policies | Leads | Reports | Documents | Action |
|---|---|---|---|---|---|---|---|
| Super Administrator | Full system read/write access to all resources | Read / Write | Read / Write | Read / Write | Read / Write | Read / Write | |
| Insurance Advisor | Can manage assigned clients, leads, and policies | Read / Write | Read / Write | Read / Write | Read Only | Read / Write |