Licences and Roles Explained

Last updated: August 7, 2026

Every person on your account has a role, and that role determines what they can see and do — which clients and reports they have access to, whether they can view other people's meetings, and whether they can manage the team or see organisation-wide analytics.

Roles shape day-to-day usability of our platform, so it's worth understanding your own so you know how you can make the most out of our platform.

The Roles

Role	Description
Admin	Organisation administrator with full management capabilities
Advisor	Financial adviser who works directly with clients
Paraplanner	Support staff who assist advisers with documentation
Paraplanner+	Enhanced Paraplanner with additional integration access, functioning as a combined Adviser + Paraplanner licence
Supervisor	Team supervisor with oversight capabilities
Support	Support staff with advisory capabilities

Please Note: Admin isn't a distinct role, rather a permission layer that provides the user with full management capabilities that gets added to whichever base role someone already has.

Someone with Admin permissions is usually still an Advisor or Paraplanner+ underneath.

Reports

Role	View	Create	Edit	Delete	Evie Reports	Emma Reports
Advisor	Own Clients only	Yes	Own Clients only	Own Clients only	Yes	No
Admin	All Clients	Yes	All	Yes	Yes	Yes
Paraplanner	All Clients	Yes	All	No	No	Yes
Paraplanner+	All Clients	Yes	All	No	Yes	Yes
Supervisor	All Clients (read-only)	No	No	No	No	No
Support	All Clients	Yes	All	Yes	No	No

Evie and Emma (Report Creation) Access

Evie — meeting notes, transcripts, fact finds, and email summaries — is built for the Adviser side of the workflow.

Emma — suitability letters, annual reviews, and LOA summaries — is built for the Paraplanner side.

Paraplanner+ gets both, since it's effectively an Adviser and Paraplanner licence combined.

Clients

Role	View	Create	Edit	Delete	Import from CRM
Advisor	Own only	Yes	Own only	Own only	Yes
Admin	Own only	Yes	Own only	Own only	Yes
Paraplanner	All	Yes	All	No	Yes
Paraplanner+	All	Yes	All	No	Yes
Supervisor	All (read-only)	No	No	No	No
Support	All	Yes	Own only	Own only	Yes

Meetings

Role	View	Create	Edit	View Transcripts	Download Recordings
Advisor	Own Client only	Yes	Own only	Own only	Own only
Admin	Own Client only	Yes	Own only	Own only	Own only
Paraplanner	No meetings of their own	—	—	Via a generated meeting note attributed to a client, or Atlas	No
Paraplanner+	Own Client only (functions as Adviser)	Yes	Own only	Own only, plus other advisers' via a generated meeting note or Atlas	No
Supervisor	No meetings of their own	No	No	All	No
Support	Own only	Yes	Own only	Own only	Own only

Please Note: Recordings are only ever available to the Adviser who owns the meeting — no other role can download them, including Paraplanner+.

Usage Analytics

Role	Team Analytics	Report Statistics	Activity Statistics	Export to CSV
Admin	Yes	Yes	Yes	Yes
Advisor	No	No	No	No
Paraplanner	No	No	No	No
Paraplanner+	No	No	No	No
Supervisor	Yes	Yes	Yes	Yes
Support	No	No	No	No

Team Management

Role	View	Invite	Remove	Edit Roles	Manage Groups
Admin	Yes	Yes	Yes	Yes	Yes
Paraplanner / Paraplanner+ / Supervisor	With Team access	With Team access	With Team access	With Team access	With Team access
Advisor / Support	With Team access	No	No	No	No

Groups

Groups control which clients, reports, and meetings a user can see across the organisation — see our article "Control Access to Templates with Groups" for the full setup guide.

Only Admins can create and manage groups:

Resource	Filtered by Group
Reports	Yes
Clients	Yes
Meetings	No — always private to owner
Analytics	No — shows full organisation

Further support

If you aren't sure which role fits what you need, or want some support with adding a new license, email support@advisoryai.com and the team can help set it up.