DIFFERENT USERS &  THEIR ACCESS LEVELS

Plan your projects and define important tasks and actions

Get Started. It's Free
or sign up with your email address
Rocket clouds
DIFFERENT USERS &  THEIR ACCESS LEVELS by Mind Map: DIFFERENT USERS &  THEIR ACCESS LEVELS

1. WEALTH MANAGER SERVICE LISTERS

1.1. FIRM

1.1.1. Register on the website by paying online or offline to showcase their services

1.1.2. Can create/edit their profiles with the following entries.

1.1.2.1. ● Unique ID

1.1.2.2. ● Category / Type of advising or specialty (see NAPFA example)

1.1.2.3. ● Areas of operation

1.1.2.4. ● Firm headquarters (if applicable)

1.1.2.5. ● Website

1.1.2.6. ● Email / Telephone

1.1.2.7. ● Fee structure

1.1.3. Add/edit service listings with detailed descriptions

1.1.4. Upload articles related to services they offer

1.1.5. Review their services and ratings on the website.

1.1.6. Upload articles and participate in Competitions.

1.1.7. Can manage and update their individual subordinates profile

1.1.8. Can register individuals with the same access levels to manage their firm services and profile with username and password

2. WEALTH MANAGER SERVICE LISTERS

2.1. INDIVIDUALS

2.1.1. Register on the website by paying online or offline to showcase their services

2.1.2. Can create/edit their profiles with the following entries.

2.1.2.1. ● Unique ID

2.1.2.2. ● Category / Type of advising or specialty (see NAPFA example)

2.1.2.3. ● All branch locations (display local branch)

2.1.2.4. ● Firm headquarters (if applicable)

2.1.2.5. ● Bio / Description

2.1.2.6. ● Years Experience

2.1.2.7. ● College education

2.1.2.8. ● Other certifications?

2.1.2.9. ● Association Memberships?

2.1.2.10. ● Website

2.1.2.11. ● Email / Telephone

2.1.2.12. ● Rating / Reviews

2.1.2.13. ● Information on Government complaints

2.1.2.14. ● Articles written (they can write articles that go on .com as part of their annual fee)

2.1.2.15. ● Fee structure

2.1.3. Add/edit service listings with detailed descriptions

2.1.4. Upload articles related to services they offer

2.1.5. Review their services and ratings on the website.

2.1.6. Upload articles and participate in Competitions.

2.1.7. Can check the leader board

2.1.8. Can check the awards they have been nominated for

3. FINTECH USERS

3.1. Register on the website without any payments

3.2. Can create/edit their profiles with the following entries.

3.2.1. ● Unique ID

3.2.2. ● Firm Name

3.2.3. ● Description

3.2.4. ● Category / Sub Category (tags on Benzinga.com)

3.2.5. ● Founding Year

3.2.6. ● Location

3.2.7. ● Competitors

3.2.8. ● Funding rounds / strategic partnerships

3.2.9. ● Company officers / Key Members

3.2.10. ● Board Members and Advisors

3.2.11. ● News (automatically populated based on our tagging system and PRs)

3.2.12. ● Twitter / Facebook / Social Media Post Feed

3.2.13. ● Logo

3.2.14. ● Picture Gallery

3.2.15. ● Video

3.2.16. ● Products or Services offered

3.3. Upload articles related to services they offer

3.4. Check Leader board for total sharing counts

3.5. Check different competitions

3.6. Can check the awards they have been nominated for

4. REGISTERED WEBSITE USER

4.1. Manage (create/edit/delete) their account .

4.2. Submit Reviews and Ratings:

4.2.1. Users will be allowed to submit the overall ratings and reviews even when they are not logged in. But after they click on submit rating, they should be prompted to login before the rating/review gets registered.

4.3. Search for service lister via different filters (to be discussed in detail).

4.4. Contact the admin

4.5. Search for different services (to be discussed in detail).

4.6. Subscribe for newsletters.

5. ADMINISTRATOR

5.1. Manage the contents of the website like about the website.

5.1.1. Add/edit website pages and features.

5.2. Moderate the content and the images on the website.

5.2.1. Create/edit/delete posts.

5.3. Review and manage individual user profiles (Service Lister/ Customer)

5.4. Add/delete Service Lister and customers registered on the website.

5.5. Approve/Disapprove Service Lister’s Registration

5.6. Approve/Disapprove Reviews submitted by End Users.

5.7. Any service Lister/end user queries will be handled by the admin.

5.8. Can moderate the user activities.

5.9. Create competition by defining start and end date and declare winners.

5.10. Add/Update/Delete Membership plans

6. ANONYMOUS USER

6.1. Visit the website or search for content based on their requirements.

6.2. Search for services listed on the website using search filters on the website (Search filters to be determined).

6.3. Share articles on social media websites such as Twitter, FaceBook & LinkedIn.

6.4. Contact admin via Contact Us form.

6.5. Subscribe for Newsletter.

6.6. Register on the website as a Service Lister or Customer.