The roles available on the SS&C Secure Distributor Portal are:

  • External Audit
    • This role will allow you to view activity completed by users in your organisation
  • View Reports
    • This role will allow you to view reports for recipient groups you have been assigned to
  • External User Admin
    • This will allow you to complete Administration tasks for your organisation such as creation and deletion of users
    • Only the DCS team are able to allocate this role to users

In addition, there is a 'Guest' role, this is to be assigned when setting up a user in advance of them requiring access to data. The Guest role has no system privileges but will allow the user to complete registration.