Set Permissions – by Role and by Schedule

An Individualized Approach to Security and Collaboration

Gain offers a dynamic toolset for administrators to manage their teams.

Leaders can set allowable user activity: Role Permissions define actions (i.e., edit vs. view-only), while Advanced Permissions grant or restrict behavior within selected Schedules and Notes.

Designed in close collaboration with Gain’s fast-growing customer base, this functionality has received rave reviews for:

  • Multi-dimensionality – role-based permissions grant rights based on Admin/Manager/Editor/Viewer profiles, while an advanced feature-set matches user types to specific Notes and Schedules
  • Ease of Administration: Gain’s thoughtfully-designed “Permission Groups” create logical access by function: Investment, Reinsurance, and Tax personnel are assigned to relevant schedules and Notes with the click of a button
  • Power – in conjunction with key features of Gain’s reporting platform – such as Status Labels and Filtered Views – Advanced Permissions streamlines collaboration and facilitates workflow. 

Once again, Gain has shown how modern software improves outcomes: Gain’s permission model supercharges collaboration while providing team leaders peace of mind.

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