Report access in Smartr365 is determined by your user role. Each role can see a different scope of data within the same reports.
User roles and report access
System Admin -- Has access to Business, Mortgage, Protection, and Referral reports for everyone in the business.
Admin Assistant -- Has access to Business, Mortgage, Protection, and Referral reports for everyone in their team.
Manager -- Has access to Business, Mortgage, Protection, and Referral reports for everyone in their team.
Mortgage Adviser -- Has access to Mortgage reports for their own cases only.
Protection Adviser -- Has access to Protection reports for their own cases only.
Available report categories
Reports are organised into four main categories, accessible from the Reports section in the left-hand navigation bar:
Business -- Introducer Lead Flow, Introducer Report, Adviser Conversion, Total Written, Product Breakdown, Lead Origin, Activity, and Product reports.
Mortgages -- Mortgages Written, Mortgages Completed, Pipeline, Conversion Rate, and Remortgage Opportunities reports.
Protection -- Protection Written and Protection Completed reports.
Referrals -- Valuable Client Referrers and Mortgage to Protection Referral reports.
Key points
System Admins have the widest view and can see data across the entire business.
Managers and Admin Assistants see data scoped to their team.
Advisers see only their own data in the reports relevant to their role.