Supported user roles and their capabilities
NexJ CRM supports the advisor, assistant, and business administrator
Wealth Management-specific user roles out-of-the box for Cloud-based deployments. If you use these user roles, you don't need to configure privileges for them as the privileges are already provided in NexJ Admin Console. You can also create your own user roles using NexJ Admin Console.
The following list defines each user role:
- Advisor - Financial advisors who use NexJ CRM to strengthen trusted relationships and deliver personalized service.
- Assistant - Users who support financial advisors. For example, an assistant can be granted access to a financial advisor's calendar to respond to meeting invitations when the advisor is away on vacation.
Business administrator - Users who manage information that users access in NexJ CRM. They gather business requirements and configure the application (for example, they configure rules, custom fields, coverage groups, templates, and so on). They also can prepare contact data and import it to a staging area in NexJ CRM.
In the following sections, "All" refers to advisors, assistants, and business administrators.
Administration
Only business administrators
have full access to NexJ Admin Console out-of-the-box and can perform the following tasks:
- Create and edit users (including privilege assignment and data entitlements) on the User page
- Activate, deactivate, and reactivate users on the User page
- Define your organization hierarchy on the Organization Security page (including rep codes, branches, divisions, and subFirms)
- Configure entities on the Entities Codes page (including entity types, hierarchy roles, communication types, address types, categories, custom field types, lists, and badges)
- Configure document types and templates on the Document Codes page (including activity templates, contact center templates, document types, document templates, merge fields, and badges)
- Configure user coverage on the Coverage page
Contact management
The following capabilities are provided out-of-the-box:
| Capability | User roles |
|---|---|
Search contacts, companies, and households Search results will only retrieve data that the user has access to. | All |
| Views contacts, companies, and households hierarchies | All |
| View contacts, companies, and households details (includes banner, Summary tab and Detail tab) | All |
| Created, edit, and delete contacts, companies, and households (includes editing profile attributes, Bio information, addresses, communications, custom fields, categories, user fields and lists) | All |
| Activate or deactivate contacts, companies, and households | All |
| When creating contacts, companies, and households, set the Rep Code | All |
| Create public user-defined filters | Business administrators |
| Create private user-defined filters | All |
| Create, edit, and delete public saved filters | Business administrators |
| Create, edit, and delete private saved filters | All |
| Batch print personalized birthday mailers for clients | All |
Customization
The following capabilities are provided out-of-the-box on the Customize workspace:
| Capability | User roles |
|---|---|
| View categories in the Categories tab | All |
| Create, edit, and delete categories in the Categories tab | Business administrators |
| View client coverage groups in the Client Coverage Groups tab | All |
| Create, edit, and delete client coverage groups in the Client Coverage Groups tab | Business administrators |
| View custom fields in the Custom Fields tab | All |
| Create, edit, and delete custom fields in the Custom Fields tab | Business administrators |
| View filters and lists in the Filters and lists tab | All |
| Create, edit, and delete public filters and lists in the Filters and lists tab | Business administrators |
| View opportunity coverage groups in the Coverage Groups subtab in the Opportunity Management tab | All |
| Create, edit, and delete opportunity coverage groups in the Coverage Groups subtab in the Opportunity Management tab | Business administrators |
| View opportunity templates in the Templates subtab in the Opportunity Management tab | All |
| Created, edit, and delete opportunity templates in the Templates subtab in the Opportunity Management tab | Business administrators |
| View opportunity products in the Products tab | All |
| Create, edit, and delete opportunity products in the Products tab | Business administrators |
| Activate or deactivate rules in the Rules tab | Business administrators |
| Manage tasks in the Task Management tab | All |
| Manage turned off notifications in the Turned Off Notifications tab | Business administrators |
Interaction management
All users can create, edit, delete, and view the following activities out-of-the-box:
- Meetings
- Documents
- Tasks
- Call records
In the My Contacts' Recent Activities tab on the Home workspace, all users can view a data table of activities for contacts that they have been assigned coverage for. They can modify the properties of a selected activity in the data table or mark the activity as complete.
Opportunity management
The following capabilities are provided out-of-the-box to all users:
Search for opportunities
A search will only retrieve data that the user has access to.
Create, edit, delete, and view opportunities for contacts and companies that the users have access to
- Select products for opportunities that the users can view
- Modify opportunity owner for opportunities that the users can view
- Add related activities to opportunities
Opportunities pipeline charts on the Home workspace
All users can view the following charts in the Summary tab on the Home workspace out-of-the-box:
- Product Opportunity Pipeline
- Pipeline by Product Type
Predefined reports
All users can generate the following predefined reports out-of-the-box:
- Contact Detail
- Contact List
- Phone Book
- Schedule Day, Week, and Month
- User Task
- Delegated Task
- Briefing Book