Advisor Role (Standard)

To enable a user with the Advisor role, simply refrain from enabling any Roles for that user. By default, the user will inherit standard user functionality. Additional customization is available for customizing the advisor experience (e.g., hide ui, customize tiles, etc).


Role Setup

Ensure No Items Enabled is displayed.


Permissions

Here is an example of the functionality available where no roles are enabled for a user (aka: advisor, standard).