Assistant licenses enable you to delegate specific administrative tasks within Tolerisk, enhancing efficiency while maintaining control over sensitive operations.
Assistant Capabilities
Assistant users have access to the following features:
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Client Management: Add and edit client profiles.
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Assessment Distribution: Send assessments to clients.
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Report Access: View existing PDF reports.
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Integrations: Set up and manage integrations with other platforms.
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Portfolio Tools: Access the Portfolio Analytics and Allocation Models sections.
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Defaults Management: Modify certain sections within the Defaults tab (excluding the "Capital Markets Assumptions" section).
Limitations:
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Assistants cannot run risk assessments and access the Results page for the same.
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Assistants cannot manage the "Teams" section located in the dropdown menu at the top right of the site.
Adding Assistant Licenses
To add Assistant licenses to your Tolerisk account:
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Click on your name or profile icon in the top-right corner of the Tolerisk dashboard.
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Select Profile from the dropdown menu.
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Click the Renew or Add More Licenses button.
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Choose Add Users, specify the number of Assistant licenses you wish to add, and follow the prompts to complete your order.
The video below highlights the steps of adding and activating Assistant licenses in Tolerisk -