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Set MoneyGuide User Permissions

Once you have the MoneyGuide integration enabled, your firm administrator can manage permissions for roles to allow or restrict single sign-on access, importing, and exporting. Advisors who are not given this option will still be able to see the MoneyGuide probability of success in Tamarac.

Tip: Give Every Advisor a MoneyGuide Login Every primary advisor in Tamarac who is managing Households that will be integrated with MoneyGuide should have a unique MoneyGuide login.

Set User Permissions

To set user permissions for MoneyGuide:

1. On the Setup menu under Firm Settings, click User Management.

2. In the Manage: list, select Roles.

3. Click Edit next to the role you want to control permissions for.

   

4. In the Pages list, under Accounts | Households, select or clear Update and View in MoneyGuidePro.

   

5. Click Save.

Add Household Permissions to a Role

If the role doesn't already have access to Accounts | Households:

1. Find Accounts | Households in the Available Pages list.

2. Select the check box next to Accounts | Households.

   

3. Click <<Add. All permissions are selected by default when you add a new page, so you may want to review the Households permissions when you add the page to a user.