User Roles

A role is a group of permissions that allow a user access to access the different areas of the service and perform specific tasks.

It is the responsibility of an Options: User Administrator to ensure that user accounts are set up with the correct roles, relative to the tasks they are required to perform. 

The list of roles relating to pensions cash and what the roles allow users to do;

Role	Grouped Permissions	Summary of role functionality
Options: Ceding Provider Processor	Can confirm funds transfer initiated in Options. Can edit an Options transfer. Can search Options transfers as a ceding organisation. Can view Options transfers.	Allows the user to perform tasks relative to transfer outs.
Options: Ceding Provider Read Only	Can search Options transfers as a ceding organisation. Can view Options cases. Can view Options transfers.	Allows the user "read only" access to screens relative to transfer outs.
Options: MI Administrator	Can extract own organisation's pension product transfer MI data from Options.	Allows the user access to the Management Information screens to produce MI Extracts. Allows the user to view the MI Dashboard on the OTS Homepage.
Options: Receiving Provider Bank Details Administrator.	Can edit provider bank details in Options.	Allows user access to manage Bank Account Details stored in the service as "Static Data" This must be accompanied with the role Options: Static Data Administrator
Options: Receiving Provider Client Bank Processor	Can create a client account in Options.	Allows user access to manage Client Bank Account Details stored in the service as "Static Data" This must be accompanied with the role Options: Static Data Administrator
Options: Receiving Provider Processor	Can confirm funds transfer receipt in Options. Can create an Options case. Can create an Options transfer. Can edit an Options case. Can edit an Options transfer. Can search Options transfers as a receiving organisation. Can view Options cases. Can view Options transfers.	Allows a user to perform tasks relative to transfer ins.
Options: Receiving Provider Read Only	Can search Options transfers as a receiving organisation. Can view Options cases. Can view Options transfers.	Allows the user "read only" access to screens relative to transfer ins.
Options: Static Data Administrator	Can Administer Scheme Data in Options. Can edit provider bank details in Options. Can edit provider details in Options.	Allows the user access to the Static Data screens and functionality.
Options: Transfer Coordinator	Can allocate Options transfers. Can edit an Options transfer. Can view Options transfers.	Allows user access to the Allocate Transfer Screens.
Options: User Administrator	Can administer organisational units. Can administer roles. Can administer security policy. Can administer users. Can send an Options welcome email.	Allows user access to S3 as a User Administrator. They can manage user accounts, security policy, Obtain User Information Report and Organisational Units.