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Users

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  • Getting Started
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Developers

195
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  • Internal User Roles & Responsibilities

Internal User Roles & Responsibilities

12 min read

This article discusses internal users’ roles created via the Assette User Creation screens, for information on creating user, please see Creating Users in Assette. For information on internal users created using SSO, please see SSO Internal User Roles & Tasks, instead. For information on external users (i.e., Client Portal Users), please see Editing or Creating Portal Users. For information on Permission Groups (i.e., Attribute Based Permissions), please see Permission Groups instead.

Assette organizes its internal user into roles using the Internal Users section of the Admin Center. These roles define what a user can view, edit, or manage within the system, ensuring efficient workflows and security. This guide is intended to provide a high-level overview on each internal role, their tasks, and responsibilities.

Users can download a copy of Assette’s Internal User Roles & Responsibilities here:

Assette User Roles and TasksDownload

Assette Role Descriptions #

Approver #

Description: Reviews and approves various content types before they are published or distributed.

Tasks:
ViewSmartPages – Access and review SmartPages.
ViewPeople – View personnel data.
ViewFirm – Review firm-wide information.
ViewStrategies – Inspect investment strategy details.
ViewSmartDocs – Access and review SmartDocs.
GenerateSmartDocs – Generate finalized SmartDocs.
ViewMasterQuestionnaire – Access master questionnaires.
ViewBrandThemes – Review and ensure brand compliance.
ViewSmartShells – Validate SmartShells before use.
ViewFinalContent – Approve final content before publishing.
ViewGIPSOutput – Validate GIPS-compliant reporting.
ViewDynamicWorkbox – Track work items requiring approval.
ViewDynamicWorkflow – Monitor workflow processes.

Assette Admin #

Description: Manages high-level administrative tasks, including workflow approvals, data validation, and work item tracking.

Tasks:
ViewDynamicWorkflow – Oversee workflow execution.
ViewDynamicWorkbox – Manage system-wide work items.
ViewWorkflowApprovalReport – Track and review workflow approvals.
DataValidation – Ensure accuracy of data before use.
ViewWorkflowDashBoard – Monitor system workflow performance.
ViewAllWorkItems – Manage and review all work items.

Client Service #

Description: Handles client content management, ensuring accurate distribution and reporting.

Tasks:
ViewSmartDocs – Access client-ready SmartDocs.
DataValidation – Validate client-related data.
CustomizeSmartDocs – Adjust SmartDocs for client use.
AuthorSmartDocs – Create and edit SmartDocs.
GenerateDataPacks – Generate batch reports.
ViewDataPacks – Access and review generated data packs.
FixedContent – Manage fixed client content.
ViewManageContentTypes – Organize and classify content types.
ViewSmartPages – Access SmartPages for client reports.
ViewLibrary – Review stored content in the library.
DownloadDocs – Retrieve reports and documents.
GenerateSmartDocs – Create client-ready reports.
Assemble – Compile various document elements into one.
InitiateBatch – Start batch processing of reports.
DownloadBatch – Retrieve batch reports.
ChangeBatchSettings – Modify settings for batch reports.
ViewBatchStatus – Monitor batch processing progress.
ViewAnalytics – Analyze client engagement with content.
ViewRecipients – Manage recipient lists for distribution.
UploadRecipients – Add or update recipient data.
UploadStaticDocs – Upload static documents for use.
ViewDynamicWorkbox – Access workbox for tracking tasks.
ViewContentRules – View applied content rules.
ViewContentAssociations – Track content linkages.
AuthorContentAssociations – Create content relationships.
AuthorContentRules – Define content rules.
DataView – Access client-related data.
ViewDynamicWorkflow – Monitor content workflow execution.
ViewRFP – View requests for proposals.

Content Author #

Description: Manages content creation and automation, ensuring consistent branding and data integration.

Tasks:
ViewDynamicWorkflow – Track content approval processes.
AuthorBrandThemes – Create and modify brand themes.
ViewDynamicWorkbox – Access tasks related to content creation.
Assemble – Combine content elements into templates.
AuthorDataObjects – Manage structured data for content.
GenerateSmartDocs – Automate document generation.
AuthorRationale – Add rationale and commentary to reports.
ViewSmartDocs – Access stored SmartDocs.
AuthorSmartDocs – Create new SmartDocs.
DeleteSmartDocs – Remove obsolete SmartDocs.
CopyAndRenameSmartDocs – Duplicate SmartDocs with new names.
ViewSmartPages – Access existing SmartPages.
AuthorSmartPages – Develop and edit SmartPages.
DeleteSmartPages – Remove SmartPages as needed.
CopyAndRenameSmartPages – Duplicate SmartPages with modifications.
UnlockSmartPages – Unlock content for editing.
ViewDataObjects – Access and review Data Objects.
ViewDisclosures – Review disclosure content.
AuthorDisclosures – Create and update disclosures.
ViewGIPSOutput – Access GIPS-compliant reporting.
AuthorInvestmentActivity – Manage investment-related content.
AuthorGIPSTemplates – Develop templates for GIPS reports.
InitiateGIPS – Start GIPS reporting workflows.
AddGIPSDates – Manage GIPS reporting dates.
ViewFinalContent – Review finalized content.
ViewBrandThemes – Review and apply brand themes.
DeleteBrandThemes – Remove unused brand themes.
AuthorSmartShells – Create and manage SmartShells.
ViewSmartShells – Access available SmartShells.
DeleteSmartShells – Remove obsolete SmartShells.
AttributesTagging – Tag attributes for organization.
ViewDisclosureFragments – Access disclosure components.
ViewEmailTemplates – Access email templates for marketing.
AuthorEmailTemplates – Create and manage email templates.
ViewDataDocs – Access stored DataDocs.
AuthorDataDocs – Create and edit DataDocs.
RestoreSmartPages – Recover deleted SmartPages.
ViewDDQs – View Due Diligence Questionnaires.

Data Block Admin #

Description: Manages Data Blocks, which are structured datasets used for content automation.

Tasks:
CreateAzureKeys – Generate API keys for Azure integration.
EditAzureKeys – Modify Azure API keys.
DeleteAzureKeys – Remove Azure keys when needed.
ViewAzureKeys – Review active Azure keys.
AttachAzureKeys – Link Azure keys to data sources.
ViewDynamicWorkbox – Track related tasks.
ViewBlocks – Review available Data Blocks.
TestBlock – Validate Data Blocks for accuracy.
CreateBlock – Develop new Data Blocks.
PublishBlock – Deploy Data Blocks for use.
EditBlock – Modify Data Blocks.
CopyBlock – Duplicate Data Blocks.
ExportBlock – Extract Data Blocks for external use.
ImportBlock – Import Data Blocks into the system.
AddDependency – Link Data Blocks to dependencies.
DeleteDependency – Remove dependencies from Data Blocks.
DeleteBlock – Remove obsolete Data Blocks.
ForceUnlockBlock – Unlock Data Blocks for editing.
EditSettingsBlock – Modify Data Block configurations.
ViewDynamicWorkflow – Track Data Block workflow progress.
ViewApiDefinition – Access API-related settings.
CreateApiDefinition – Develop API integrations.
EditApiDefinition – Modify API definitions.
DeleteApiDefinition – Remove API connections.
TestApiDefinition – Validate API functionality.

Data Block Developer #

Description: Develops and tests Data Blocks, ensuring structured data is processed correctly for content automation.

Tasks:
ViewDynamicWorkflow – Monitor Data Block workflow execution.
AddDependency – Add dependencies between Data Blocks.
ImportBlock – Load Data Blocks into the system.
ExportBlock – Extract Data Blocks for external use.
CopyBlock – Duplicate Data Blocks.
EditBlock – Modify Data Blocks for accuracy.
PublishBlock – Deploy Data Blocks for content automation.
CreateBlock – Build new Data Blocks.
ViewBlocks – Review existing Data Blocks.
TestBlock – Validate the integrity of Data Blocks.
ViewDynamicWorkbox – Track pending development tasks.
AttachAzureKeys – Link Data Blocks to Azure API keys.
ViewAzureKeys – Review Azure API keys for Data Blocks.
ForceUnlockBlock – Unlock Data Blocks when necessary.

Data Block Viewer #

Description: Provides read-only access to Data Blocks for monitoring and validation purposes.

Tasks:
ViewDynamicWorkbox – Monitor workbox activity related to Data Blocks.
TestBlock – Validate the functionality of Data Blocks.
ViewBlocks – Review available Data Blocks.
ViewDynamicWorkflow – Track workflow activity related to Data Blocks.

Data Object Admin #

Description: Oversees the creation, approval, and management of Data Objects, which define structured datasets used in reporting.

Tasks:
ViewDynamicWorkflow – Track Data Object workflow execution.
ViewObjects – Review existing Data Objects.
ViewFootnote – Access and manage footnotes.
PreviewFootnote – Validate footnotes before publishing.
PreviewDynamicField – Test dynamic fields before use.
CreateDynamicField – Develop new dynamic fields for automation.
EditDynamicField – Modify dynamic fields.
DeleteDynamicField – Remove unused dynamic fields.
PreviewObject – Validate Data Objects before approval.
CreateObject – Build new Data Objects.
PublishObject – Approve Data Objects for use in templates.
EditObject – Modify Data Objects for optimization.
ImportObject – Load Data Objects into the system.
DeleteObject – Remove outdated Data Objects.
ForceUnlockObject – Unlock Data Objects for editing.
ExportObject – Extract Data Objects for external use.
ViewDynamicField – Review available dynamic fields.
ApproveObject – Approve Data Objects for finalization.
ViewDynamicWorkbox – Track Data Object-related work items.
PublishFootnote – Approve footnotes for publishing.
CopyFootnote – Duplicate footnotes.
CreateFootnote – Develop new footnotes.
EditFootnote – Modify footnotes for compliance.
DeleteFootnote – Remove outdated footnotes.
CopyObject – Duplicate Data Objects for reuse.

Data Object Developer #

Description: Builds and modifies Data Objects, ensuring structured data is formatted correctly for reporting and automation.

Tasks:
PreviewFootnote – Review footnotes before approval.
CreateFootnote – Develop new footnotes.
EditFootnote – Modify footnotes for accuracy.
PublishFootnote – Approve footnotes for content use.
ForceUnlockObject – Unlock Data Objects when needed.
CopyObject – Duplicate Data Objects for reuse.
ViewDynamicWorkbox – Track pending development tasks.
ImportObject – Load new Data Objects into the system.
ExportObject – Extract Data Objects for external use.
EditObject – Modify Data Objects for formatting consistency.
PublishObject – Approve Data Objects for reporting.
CreateObject – Build new Data Objects.
EditDynamicField – Modify dynamic fields in Data Objects.
CreateDynamicField – Develop structured data fields.
ViewDynamicField – Access dynamic fields in templates.
PreviewDynamicField – Validate the behavior of dynamic fields.
ViewFootnote – Access footnotes for reference.
ViewObjects – Review available Data Objects.
PreviewObject – Test Data Objects before approval.
ViewDynamicWorkflow – Track workflow execution.

Data Object Viewer #

Description: Provides read-only access to Data Objects for monitoring purposes.

Tasks:
ViewDynamicWorkflow – Track workflow progress.
PreviewObject – Review Data Objects before use.
ViewObjects – Access existing Data Objects.
PreviewFootnote – Inspect footnotes for validation.
ViewFootnote – Access footnotes in reports.
PreviewDynamicField – Review dynamic fields.
ViewDynamicField – Access stored dynamic fields.
ViewDynamicWorkbox – Monitor pending work items.

External Viewer #

Description: Provides read-only access to external users for viewing reports and analytics.

Tasks:
ViewAssetteViewer – Access externally shared content.

GIPS Approver #

Description: Validates GIPS-compliant reporting and ensures that disclosures meet industry standards.

Tasks:
ViewDynamicWorkflow – Monitor GIPS approval processes.
ViewDynamicWorkbox – Track pending GIPS-related work items.
ViewGIPSOutput – Access finalized GIPS reports.

GIPS Author #

Description: Creates GIPS reports and disclosures, ensuring compliance with investment performance standards.

Tasks:
GenerateSmartDocs – Generate SmartDocs for GIPS reporting.
AuthorGIPSTemplates – Develop templates for GIPS disclosures.
AddGIPSDates – Manage GIPS reporting periods.
InitiateGIPS – Start GIPS report generation.
ViewGIPSOutput – Review finalized GIPS reports.
ViewGIPSDisclosure – Access compliance disclosures.
AuthorGIPSDisclosure – Modify disclosures for compliance.
ViewDisclosureIndexes – Track disclosure references.
AuthorDisclosureIndexes – Edit disclosure index details.
ViewDynamicWorkbox – Manage GIPS-related work tasks.
ViewDynamicWorkflow – Monitor the GIPS report approval process.

Product Specialist #

Description: Supports investment product content creation and management.

Tasks:
ViewDynamicWorkflow – Monitor investment-related workflow.
ViewDynamicWorkbox – Track related tasks.
AuthorInvestmentActivity – Document investment strategy updates.
AuthorRationale – Provide investment rationale for reports.

Qualitative Data SME #

Description: Manages qualitative data such as firm profiles, ownership structures, and investment strategies.

Tasks:
ViewMasterQuestionnaire – Access firm-wide data questionnaires.
ManageMasterQuestionnaire – Update firm-related data.
DeleteMasterQuestionnaire – Remove outdated data entries.
ViewPeople – Access personnel information.
ManagePeople – Update team member details.
ViewFirm – Review firm-related information.
ManageFirm – Modify firm-wide data.
ViewStrategies – Access investment strategy information.
ManageStrategies – Edit investment strategy details.
DeleteFirm – Remove firm-level data when needed.
DeleteStrategies – Remove obsolete strategy data.
ViewOwnership – Review firm ownership structures.
ManageOwnership – Update ownership data.
ViewDynamicWorkbox – Track qualitative data work items.
ViewDynamicWorkflow – Monitor workflow execution.

Quantitative Data SME #

Description: Manages quantitative financial data, ensuring accuracy in investment performance calculations and reporting.

Tasks:
ViewDynamicWorkflow – Monitor workflow related to quantitative data.
DataView – Access and analyze structured quantitative data.
ViewDynamicWorkbox – Track work items related to financial data.
PublishFootnote – Approve footnotes for publishing.
CopyFootnote – Duplicate footnotes for use in reports.
CreateFootnote – Develop footnotes for investment reports.
DeleteFootnote – Remove outdated footnotes.
EditFootnote – Modify footnotes for compliance.
ViewFootnote – Access footnotes in financial reports.
PreviewFootnote – Validate footnotes before publishing.
PullData – Extract financial data for processing.
ViewConnectorSettings – Review data connection settings.
ViewDataPullProgress – Monitor data ingestion progress.
UploadDataFiles – Import new financial data for analysis.

17. Sales #

Description: Focuses on content customization and distribution for sales and client engagement.

Tasks:
ViewSmartPages – Access and review pre-approved sales materials.
ViewLibrary – Browse stored marketing content.
DownloadDocs – Retrieve sales documents for client presentations.
GenerateSmartDocs – Create customized sales materials.
Assemble – Combine content elements into structured sales documents.
ViewAnalytics – Analyze recipient engagement with shared content.
CustomizeSmartDocs – Modify SmartDocs to align with client needs.
ViewDataDocs – Access data-driven documents for sales.
GenerateDataPacks – Create bulk data packs for distribution.
ViewDataPacks – Review pre-assembled sales data packs.
ViewDynamicWorkbox – Track content customization work items.
ViewDynamicWorkflow – Monitor workflow execution for sales materials.
ViewRFP – Access and review requests for proposals.

Systems Admin #

Description: Manages system-wide configuration, user access, approvals, and integrations.

Tasks:
ViewDynamicWorkflow – Monitor system workflow execution.
ManageDynamicWorkItems – Oversee workflow-related tasks.
DeployTenantManagerPackage – Deploy updates to tenant environments.
ViewDataIngredients – Access system data components.
ViewTaxonomyAttributeMasterSettings – Manage classification attributes.
ViewDynamicWorkbox – Track pending system tasks.
DataView – Access structured system data.
DeleteFootnote – Remove outdated system footnotes.
EditDynamicWorkflow – Modify workflow configurations.
DeleteDynamicWorkflow – Remove obsolete workflow settings.
EditConfigurations – Modify system-wide settings.
ViewPermissionGroups – Review user access control settings.
ViewNotifications – Access system alerts and notifications.
ManageClientPortalUserStatus – Update external user access.
AuthorInvestmentActivity – Document system-related investment activity.
ViewUserGroups – Review user access groups.
ViewProductMasterSettings – Manage product settings in the system.
AuthorRationale – Document system logic and decision-making.
ViewConfigurationSettings – Access system-wide settings.
ManageGroupAccount – Oversee user group configurations.
ManageAccountAttribute – Assign attributes to user accounts.
ViewClientPortalUsers – Manage external client portal users.
DataValidation – Validate system-wide data integrity.
RunContentServiceAdminTasks – Execute administrative content tasks.
ManageInputApprovals – Approve inbound data inputs.
ManageOutputApprovals – Approve outbound report distributions.
ManageSmartPagesApprovals – Oversee SmartPages approvals.
ManageSharingApprovals – Approve shared content and settings.
ViewInternalUsers – Review internal user accounts.
ManageInternalUsers – Create and update internal users.
ManageInternalUserStatus – Adjust internal user permissions.
DeleteInternalUsers – Remove outdated user accounts.
ManageExternalUsers – Oversee external user configurations.
ManageExternalUserStatus – Adjust external user permissions.
DeleteExternalUsers – Remove external users when necessary.
ShadowLoginAsExternalUsers – Test external user views for debugging.
ViewEmailSettings – Review system email configurations.
EditEmailSettings – Modify email communication settings.

Tenant Admin #

Description: Manages multi-tenant system environments, handling content deployment and system-level changes.

Tasks:
ViewDynamicWorkbox – Track multi-tenant work items.
Deployment – Execute system-wide updates.
ViewTenantManagerPackage – Access deployment packages.
CreateTenantManagerPackage – Develop tenant-specific configurations.
EditTenantManagerPackage – Modify existing tenant settings.
DeleteTenantManagerPackage – Remove outdated configurations.
DeployTenantManagerPackage – Push updates across tenants.
ExportTenantManagerPackage – Extract configurations for backup.
ImportTenantManagerPackage – Load new tenant configurations.
RunContentServiceAdminTasks – Execute system-wide administrative tasks.
ViewSmartDocs – Access tenant-level SmartDocs.
ViewSmartPages – Review tenant-specific SmartPages.
ViewEmailTemplates – Manage email templates for tenants.
ViewBrandThemes – Oversee branding consistency.
ViewSmartShells – Review reusable content shells.
ViewDynamicWorkflow – Monitor tenant workflows.
ViewFootnote – Access tenant-wide footnotes.
ViewBlocks – Manage Data Blocks across tenants.
EditBlock – Modify existing Data Blocks.
ViewObjects – Access tenant-wide Data Objects.
ImportObject – Load new Data Objects for use.
ExportObject – Extract Data Objects for backup.

Tenant Manager Admin #

Description: Oversees tenant-level package management, handling deployment across multiple business units.

Tasks:
ViewTenantManagerPackage – Access deployment packages.
CreateTenantManagerPackage – Develop and configure tenant settings.
EditTenantManagerPackage – Modify tenant-specific configurations.
DeleteTenantManagerPackage – Remove outdated configurations.
DeployTenantManagerPackage – Deploy changes across tenants.
ExportTenantManagerPackage – Extract tenant configurations.
ImportTenantManagerPackage – Load new tenant packages.
RunContentServiceAdminTasks – Execute tenant-level content tasks.
Deployment – Manage system-wide deployments.
ViewSmartDocs – Access tenant-level SmartDocs.
ViewSmartPages – Review tenant-specific SmartPages.
ViewEmailTemplates – Oversee email templates.
ViewBrandThemes – Manage branding elements.
ViewSmartShells – Review reusable content shells.

Tenant Owner #

Description: Has ultimate control over the tenant environment, including deployment, system configuration, and content administration.

Tasks:
ViewDynamicWorkflow – Monitor tenant workflow execution.
CreateTenantManagerPackage – Build new tenant configurations.
EditTenantManagerPackage – Modify tenant settings.
DeleteTenantManagerPackage – Remove outdated configurations.
ViewFootnote – Access tenant-wide footnotes.
ViewBlocks – Manage Data Blocks across tenants.
EditBlock – Modify existing Data Blocks.
ViewObjects – Access tenant-wide Data Objects.
ImportObject – Load new Data Objects for tenant use.
ExportObject – Extract Data Objects for backup.

User Admin (External) #

Description: Manages internal and external user accounts, permissions, and role assignments.

Tasks:
ViewDynamicWorkbox – Track pending workflow tasks.
ManageExternalUsers – Manage Client Portal Users
ManageExternalUserStatus
– Unlock and lock client portal users
DeleteExternalUsers – Delete client portal users
ShadowLoginAsExternalUsers
– Shadow login as client portal user
ViewNotifications
– View notiifcations
ViewClientPortalUsers
– View client portal users
ManageClientPortalUserStatus
– Lock and unlock client portal users
ViewDynamicWorkflow
– View Workflow

User Admin (Internal) #

Description: Manages internal and external user accounts, permissions, and role assignments.

Tasks:
ViewDynamicWorkflow – Track pending workflow tasks.
ViewNotifications – View Notifications
ViewPermissionGroups – View Permission Groups
ViewUserGroups – View internal user groups
ViewInternalUsers – View internal users
ManageInternalUsers – Manager internal users
ManageInternalUserStatus – Lock and unlock internal users
DeleteInternalUsers – Delete internal users
ViewDynamicWorkbox – View Workbox

Workflow Admin #

Description: Oversees workflow automation, ensuring content approval processes are executed efficiently.

Tasks:
EditDynamicWorkflow – Modify content workflow processes.
DeleteDynamicWorkflow – Remove obsolete workflows.
ViewDynamicWorkbox – Track pending workflow tasks.
ViewDynamicWorkflow – Monitor overall workflow execution.
ManageDynamicWorkItems – Oversee and assign workflow tasks.

Manually Creating Users in Assette
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Updated on March 4, 2025
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