Who can add/manage users on Wrap
You will need to be set up as an administrator on Wrap to manage adviser access and permissions.
There are multiple user types and levels of permission – please take a moment to understand these before setting up a new user.
Types of user
Wrap adviser user:
For advisers that want to access Wrap this provides them with login credentials. This also requires a Unipass identity.
For advisers that don’t require access to the platform they can be added as a Business Writer.
Non-adviser users (Admin, para-planners, office managers, support staff):
Before a user can be added to the platform, they must first register for a Unipass Identity.
Levels of access
There are 5 levels of access described below.
| View info | Enter and edit data | Enter and edit data | Set AC and model portfolios | Access client base reports | |
| Read only | X | ||||
| Transact | X | ||||
| Management | X | X | X | ||
| Administrator | X | X | X | X | |
| Administrator MI | X | X | X | X | X |
Setting up a Unipass Identity
Before an adviser firm user can be added to the platform, they must first register for a Unipass Identity.
To register for Unipass, you will need to go to www.unipass.co.uk.
- Once registered you can collect a Unipass Certificate and use it to access the platform.
- Alternatively, you can use the Unipass User ID/ Passphrase to access the platform.
- Log into your platform via the link on your welcome email.
Adding an adviser who is new to Wrap
You can set up a new adviser with the online form accessed via the Request Centre. Select start a new journey, then look for “add adviser” and complete the form.
- If you want to give the adviser access to the platform, you will need to supply their email address and select which level of access you want to give them.
- Make sure the user sets up a Unipass identity if they don’t already have one.
- Set their permissions to allow them to view clients (see steps below).
Adding a non-adviser user to Wrap
Log into Wrap > Go to Menu System > Users and access > User Management > New User.
- Complete all primary fields marked with a*.
- Ensure you enter the correct email address for the user.
- Save account, this will create a new user.
This user will not be able to use the platform.
Setting permissions
Permission the adviser to see their clients by following these steps when logged into Wrap:
- Go to menu > users and access > access management > edit adviser access to permission accounts.
- This will bring up a list of advisers within the firm. Choose read only or read/write access for the required advisers, then save and confirm your changes. This will allow the user to see all clients associated with these advisers.
- You can permission the user to see all advisers and their associated clients by using the “Edit company access” link at the top of the screen.
Common issues with user access and permissions
- An “access denied” error message when trying to log in may mean you are using the wrong URL - please check if your firm has its own dedicated platform login page, if so you need to use this not the Aberdeen page.
- An error stating “no clients or company found” means the user hasn’t been permissioned to view any accounts.
- Users can reset their passphrase themselves through the Unipass website.
- Administrators can search to check if an account is already set up under Menu > users and access > user management > find user. If no results appear, they will need to set the user up with a Wrap account.