User roles. Clear. Controlled. Secure.

Quickly compare access and permissions for each role. Designed for pension teams managing employer data and workflows.

Employer
Officer
Team manager
Edit contacts and addresses
Employers update their own contact and address details.
Access employer profiles
Officers have read-only access to employer information.
Manage records and tickets
Team members handle records, tickets, notes, and audits.
Oversee users and reporting
Managers assign tickets, export reports, and track activity.

User roles

Access tailored for every team

Assign permissions and streamline workflows for secure, efficient pension administration.

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Employer

Self-service access

Update contacts, addresses, view notifications, and manage tickets directly.

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Officer

Read-only search

View employer records, profiles, and create internal notes or tickets.

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Team Manager

Full oversight

Manage users, assign tickets, export reports, and oversee team activity.

User roles: your questions answered

Quick answers for common access queries

Contact support
Who can edit employer info?

Only authorised users and managers can update employer contact or address details. Officers have view-only access.

What can officers access?

Officers can search and view employer profiles. Editing is restricted. Internal notes or tickets may be added if allowed.

How are tickets assigned?

Managers assign, reassign, and oversee tickets. They track team activity and export reports.

Can users update their roles?

No. Only managers can change user roles or permissions. Contact your manager for changes.

For public-sector pension teams

See employer workflows in action

Experience secure, streamlined employer management. Reduce manual admin and improve data accuracy.

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