This article provides a detailed breakdown of how Assette, organizes its user roles and functionalities. Assette’s structure revolves around different “Centers,” each designed to handle a specific aspect of content creation, data input, and content sharing. Every user role within the application has distinct responsibilities, which align with the tools and features they need access to.
The “Input Center” is the hub for managing the data that flows into the application. Here, roles like System Administrators handle account configurations and integrations, while roles such as Qualitative Data SME or Quantitative Data SME work on adding and maintaining fixed content, qualitative data, and investment explanations. This Center streamlines how information is input, organized, and linked to other areas of the application, ensuring that data is accurate and up to date.
The “Authoring Center” is where users design and develop content. It’s more than just a space for creating templates; this Center allows for the creation of various types of documents, like Smart Docs, Data Docs, web-based content, and interactive dashboards. Some roles, like Content Authors, focus on building dynamic templates and branded content, while others are responsible for creating commentaries or managing disclosures, ensuring all content is aligned with company branding and standards.
The Output Center is designed for content distribution and personalization. Users explore data, manage content packs, and share information through various channels—such as email, client portals, or asset viewers. This section also supports customization of templates and analysis of content performance, providing a seamless way to personalize client communications and deliver content effectively.
In essence, the article illustrates how Assette uses a role-based structure to ensure that each user has the tools necessary for their specific function within the platform, enhancing efficiency, compliance, and the overall workflow within asset management processes.
Approver
Role Description: The Approver role is focused on reviewing and approving work items generated within the application. They primarily operate within the Workbox module, which consolidates items awaiting review and decision-making.
Workbox Access: Approves, rejects, or provides feedback on content, ensuring the quality and compliance of work before final distribution.
Assette Admin
Role Description: Holds the highest level of access within the application, responsible for overseeing all features and functionalities. This role combines technical oversight, user management, and system customization.
Input Center: Full access to data entry, management of recipients, accounts, CRM, and HRIS integrations.
Authoring Center: Complete control over content creation (Smart Docs, Data Docs, GIPS, Commentaries, etc.), template designs, and branding.
Content Center: Manages all content distribution, template personalization, and analytics.
Admin Center: Oversees system configurations, user management (both internal and external), master data (attributes, products, content types), and compliance settings.
Client Services / Sales
Role Description: These roles focus on the distribution and presentation of content to clients, leveraging the Output Center to tailor and deliver content effectively.
Output Center
- Explore Data: Accesses available datasets for review and use in client communications.
- Data Packs & Sharing Methods: Creates data packs for distribution and utilizes different sharing channels like email, client portals, and viewer tools.
- Content Personalization & Analytics: Tailors content for specific client needs and tracks performance and engagement.
Content Author
Role Description: Responsible for content creation, including documents, reports, and templates. Operates primarily in the Authoring Center to develop client-facing materials.
Authoring Center
- Smart Docs & Templates: Creates and customizes document templates.
- Web Docs & Stories: Develops interactive web-based content.
- Smart Pages, Shells, & Dynamic Language Blocks: Manages reusable content elements and structures for consistency.
- Commentaries: Generates commentary content in both ad-hoc and batch modes, ensuring timely and relevant client communications.
GIPS Approver
Role Description: Responsible for reviewing and approving GIPS-related content to ensure compliance with the Global Investment Performance Standards.
GIPS Content Approval: Reviews GIPS-compliant documents and reports, providing the necessary approvals for distribution.
GIPS Author
Role Description: Develops GIPS-compliant content, ensuring all documents meet performance standards and industry regulations.
GIPS Content Creation: Manages the creation of GIPS content and ensures alignment with industry regulations.
Data Block Admin
Role Description: Oversees all data blocks within the system, including their creation, modification, and deletion.
Data Blocks Management: Creates, edits, publishes, exports, imports, and deletes data blocks as needed.
Dependency Control: Manages the addition and deletion of dependencies for data blocks from the view page.
Data Block Developer
Role Description: Develops and manages data blocks, focusing on their content and functionality.
Data Blocks Development: Responsible for creating, editing, saving, and publishing data blocks.
Dependency Management: Adds dependencies to data blocks and tests them with provided parameters.
Data Block Viewer
Role Description: Has read-only access to view and preview data blocks within the application.
Data Blocks Viewing: Views and previews data blocks to understand how they are structured and presented in reports and documents.
Data Object Admin
Role Description: Oversees all data objects within the system, with full permissions to create, modify, export, import, and delete these objects.
Data Objects Management: Manages the full lifecycle of data objects, from creation to deletion.
Publishing & Transfer: Publishes data objects and manages their import/export across the system.
Data Object Developer
Role Description: Develops and maintains data objects used across templates, reports, and dashboards.
Data Objects Development: Creates, edits, publishes, imports, and exports data objects to ensure data is properly structured and available for use.
Preview and Save: Reviews and saves objects before final publication.
Data Object Viewer
Role Description: Has access to view and preview data objects, typically for the purpose of understanding content and structure.
Data Objects Viewing: Views and previews data objects in their final or draft formats.
Product Specialist
Role Description: Operates within the Authoring Center, focusing on content creation, including specialized product information and client-facing materials.
Authoring Center:
- Smart Docs, Pages, & Shells: Develops and manages templates and documents related to product features and specifications.
- Internal Dashboards & Client Portal Pages: Creates dashboards and portal content for both internal use and client access.
Qualitative Data SME (Subject Matter Expert)
Role Description: Focuses on managing and authoring qualitative data within the Input Center, ensuring detailed information about people, firm strategies, and qualitative insights are accurately captured and maintained.
Input Center: Manages ownership, master questionnaires, people profiles, firm information, and strategies for qualitative insights.
Quantitative Data SME (Subject Matter Expert)
Role Description: Responsible for quantitative data management within the Input Center, focusing on numerical and statistical data relevant to firm activities, performance, and client information.
Input Center: Handles data sets, metrics, and quantitative information, ensuring data is properly structured, validated, and accessible for analysis.
System Admin
Role Description: Manages system-wide configurations, settings, and integrations, ensuring smooth operation of the application across all departments.
Admin Center & Input Center: Controls system configurations, user permissions, integrations (CRM, HRIS), and maintains master data for products and attributes.
User Admin (Internal)
Role Description: Handles user management for internal Assette users, ensuring they have the correct access and permissions based on their roles.
Admin Center: Creates, edits, and manages access for all internal users within the application, setting task-based roles and permissions.
User Admin (External)
Role Description: Manages external user access, primarily dealing with client portal users to ensure they have proper access to the content and tools they require.
Admin Center: Creates, edits, and manages client portal users, ensuring external parties have appropriate access to content and features through the client portal.