What do you need help with?
| Task | Who can complete it | Recommended route |
|---|---|---|
| Resolve "Access denied" | Individual user | Check you are using your firm's dedicated Wrap login page |
| Add a new business writer / adviser | Firm or adviser contact | Go to the Request Centre and complete the form |
| Reset Unipass password or renew certificate | Individual user | Use the Origo Unipass website |
| Change what a user can see or do | Firm administrator | Self-serve in Wrap: Navigate to Dashboard > Menu > User and access and access management |
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
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 at www.unipass.co.uk.
- Once registered, users can collect a Unipass identity, certificate, or user ID/passphrase to access the platform.
- The Unipass portal can be used to manage their password, certificate, and MFA options.
How to create a new user
You can set up a new adviser with the online form accessed via the Request Centre.
- If you want to give the adviser access to the platform, supply their email address and select the appropriate level of access.
- 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 the permissions section below).
Adding a non-adviser user to Wrap
Navigate to “Dashboard” – menu > user 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.
How to set up permissions
Permissions determine which firms, advisers, and clients a user can view or interact with. Access can be granted at firm level or adviser level.
Edit or disable an existing user
Common issues with user access and permissions
| Issue | Likely cause | What to try first |
|---|---|---|
| Access denied | User may be logging in through the wrong URL. | Check you are using your firm's dedicated Wrap login page. |
| No clients or company found | User has not been permissioned to view accounts. | Ask a firm administrator to check adviser or company access permissions. |
| User cannot see a newly added adviser's clients | Permissions may not have been updated after the adviser was added. | Update adviser or company access for the relevant users. |
| Forgotten Unipass password or certificate issue | Unipass credential problem. | Use the Unipass website to reset the passphrase or manage the certificate. |
| Unsure whether a user already exists | Account may not have been created in Wrap. | Administrator can check under Menu system > Users and access > User management > Find user. |
| Can't run a report, submit a wizard, or create an order | May not be set up with the correct permissions. | Ask the firm administrator to update the user access permissions with Read AND WRITE to enable creating orders via Dashboard > menu > User and access management > edit existing account access. |