Setting up admin role access
Ticketclosed
Ardenmore Pension Administration · Setting up admin role access
Sukhvinder Dhillon asked how to set up admin roles so each scheme administrator sees only their assigned schemes. Callie provided a setup guide, and Sukhvinder confirmed successful role-based access configuration.
What happened
What this says
Current to 13 Oct 26Sukhvinder Dhillon asked how to set up admin roles so each scheme administrator sees only their assigned schemes. Callie provided a setup guide, and Sukhvinder confirmed successful role-based access configuration.
Problem: Sukhvinder needed to isolate scheme data access across multiple administrators. Handling: Callie explained role groups can be created in the admin panel to assign specific schemes per admin. She sent a setup guide and followed up on progress. Response took 679 minutes (11+ hours) but guidance was clear enough that Sukhvinder succeeded. Outcome: Customer confirmed all admins can now see only their own schemes. Watch: Very slow first response, but did not prevent eventual success. Sukhvinder is systems analyst, not primary champion.
Details
Updated 9 Oct 26Trail
created · Sukhvinder Dhillon 19 Oct 2023 17:22Hi, I'm setting up admin roles for the different scheme administrators across our office. Is there a way to create permission levels so that each admin can see only their assigned schemes, or do they all have to have access to everything? Thanks, Sukhvinder- public_reply · Callie Brennan 20 Oct 2023 04:41Hi Sukhvinder, Good question. You can create role groups in the admin panel and assign specific schemes to each one. That way each admin sees only their data. I'll send over a setup guide, it's straightforward once you've done the first one. Callie
- public_reply · Callie Brennan 24 Oct 2023 14:17Hi, just checking in, did you get a chance to set up the admin roles? Let me know if you hit any snags.
- public_reply · Sukhvinder Dhillon 24 Oct 2023 16:56Yes, got it sorted. Your guide was clear and I've set up the roles now. Each admin can see only their own schemes, which is perfect for our setup. Thanks, Sukhvinder
- status_change · 20 Nov 2023 23:59