Roles & Permissions

Roles & Permissions

Understand what permissions you have in Ben Connect based on your user role.

ABOUT

Welcome to Roles & Permissions!

Within Ben Connect there a number of different roles available to assign each user. Each role has a different set of permissions that allow you to view and manage certain information. This course is designed to help you understand the different roles and what permissions you will have. 

Who should take this course?

This course is recommended for all Certified Broker Partners who will interact with Ben Connect.

Topics we'll cover include: 

  • Each role available in Ben Connect
  • The permissions that belong to each role

CURRICULUM2 min

  • Let's Get Started!
  • Roles & Permissions
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome to Roles & Permissions!

Within Ben Connect there a number of different roles available to assign each user. Each role has a different set of permissions that allow you to view and manage certain information. This course is designed to help you understand the different roles and what permissions you will have. 

Who should take this course?

This course is recommended for all Certified Broker Partners who will interact with Ben Connect.

Topics we'll cover include: 

  • Each role available in Ben Connect
  • The permissions that belong to each role

CURRICULUM2 min

  • Let's Get Started!
  • Roles & Permissions
  • Next Steps
  • Satisfaction Survey