Assigning User Rights and Licences | SmartOffice Professional Help

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Administrator: User Rights \& Creation/Licenses/Groups	With this user right, a user can modify office settings_-_introduction.htm); create and modify user accounts; enable/disable user rights; enable/disable user licenses; create, modify and delete user rights templates; and create and modify user groups.	✔	✔	✔	✔	✔
Administrator: User Rights/Groups	With this user right, a user can modify user accounts; enable/disable user rights; create and modify user rights templates; and create and modify user groups.	✔	✔	✔	✔	✔
Administrator: User Groups	With this user right, a user can only create and modify user groups.	✔	✔	✔	✔	✔
Administrator: User Read-Only	With this user right, a user can only view office settings_-_introduction.htm) and user accounts but cannot modify them (however, the user can reset user account passwords to a limited degree). The user can also access certain SmartOffice logs. Note that this user right can be assigned only from the System office to users within that office, so it is available only to enterprise customers.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Enterprise View	For those organizations that have established an office hierarchy, this user right enables the user to view data in offices below the signed-in office within that hierarchy. This user right is unavailable if the user's office is at the bottom of an office hierarchy. For more information, see Enterprise View.	✔	✔	✔	✔	✔
Mark Records Private (Button/Checkbox)	Enables the user to privatize records such as filters, Dynamic Reports, contacts, SmartPad entries and activities. For more information, see Record Privatization.	✔	✔	✔	✔	✔
Data Import	Enables the user to import contacts and other data into the system using the Data Import Wizard. This user right also controls the ability to import filters and Dynamic Reports. For more information, see Data Import.	✔	✔	✔	✔	✔
Policy CSV Import	Enables the user to import policies from comma-separated values (.csv) files. For more information, see Policy Import.	✖	✖	✔	✔	✔
Change Passwords	Enables the user to change his or her SmartOffice password. For more information, see User Accounts - Passwords.	✔	✔	✔	✔	✔
Data Export	Enables the user to export lists of records from SmartOffice to Excel and other file formats. This user right also controls the ability to export filters and Dynamic Reports.	✔	✔	✔	✔	✔
DataXchange Enterprise	Enables the DataXchange Console and DataXchange Alert Setup options under Utilities in the side menu. These options allow the user to monitor and control processing as well as run reports and resolve processing errors for DataXchange Enterprise. DataXchange Enterprise is a tool for bulk loading large amounts of data— investments, policies, leads, LDAP data—into SmartOffice quickly. This tool is for enterprise customers who are moving to SmartOffice. For more information, enterprise customers can contact their SmartOffice representatives.	✖	✖	✖	✖	✔
Dashboard(s) Administrator	Enables the user to create and manage collections of portlets for home page tabs and to designate tabs for use throughout the office. For more information, see Home Page.	✖	✖	✔	✔	✔
Administrative Database Maintenance	Enables the user to edit some data in SmartOffice that is normally read-only. For example, users with this right can edit the status of a commission batch, the Sys Paid-to field on the policy Basic Information content link, and any commission record at the agency and advisor level.	✖	✖	✖	✖	✔
Compliance View	In enterprise environments, this user right enables a user to view all data in SmartOffice regardless of office security_-_introduction.htm) settings (i.e., user assignments, and user proxies), office hierarchy, user rights and record privatization. This capability is intended for users who need to conduct forensic analysis of data to meet legal and compliance requirements. This user right can be assigned only from the System office by a user who has the Administrator: User Rights \& Creation/Licenses/Groups user right.	✖	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Office-Level List Customization	Enables the user to customize list layouts for the entire office. For more information, see List Layout Customization.	✔	✔	✔	✔	✔
User-Level List Customization	Enables the user to customize his/her own list layouts. For more information, see List Layout Customization.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Page Layout Customization - Office	Enables the user to apply custom page layouts for contacts and other records either to his/her own user account or to those of other users in the office. For more information, see Page Layout Customization.	✔	✔	✔	✔	✔
Page Layout Customization - User	Enables the user to apply custom page layouts for contacts and other records only to his/her own user account. For more information, see Page Layout Customization.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Timer Functionality	Enables the user to log the amount of time spent on an activity. For more information, see Timer and Time Log.	✔	✔	✔	✔	✔
Alerts	Enables the user to send broadcast alerts and limited broadcast alerts. Users without this user right can still receive alerts, view alerts and send private alerts. For more information, see Alert Center. Note that this user right can be enabled only by a user who has the Administrator: User Rights \& Creation/Licenses/Groups user right.	✔	✔	✔	✔	✔
Custom Fields - Field Name Modification	Enables the user to customize the field labels on Custom content links and to create and manage record tags. For more information, see Contacts and Businesses - Custom Content Link and Records Tags.	✔	✔	✔	✔	✔
New (Comprehensive)	Enables the Menu \> New (Comprehensive) option from the Contact and Business List/Detail content links, allowing the user to add extensive additional information while creating a contact or business, such as additional contacts and household members. For more information, see Creating and Deleting Contacts and Businesses.	✔	✔	✔	✔	✔
SmartSearch	Enables the SmartSearch option in the Search box, allowing the user to search across multiple record types.	✔	✔	✔	✔	✔
Drop-down Choice Customization	Enables the user to add and modify choices in drop-down lists. For more information, see Customizing Drop-Down Lists.	✔	✔	✔	✔	✔
Template Administration	Enables the user to add, modify and delete form letter, label, envelope, header and footer templates. This user right also allows enterprise customers with System office access to review templates submitted from local offices for compliance. For more information, see Templates.	✔	✔	✔	✔	✔
Call Script Setup	Enables the user to create, modify and delete call scripts. For more information, see Call Scripts.	✔	✔	✔	✔	✔
Key Relations - Relationship Setup	Enables the user to modify key relationship lookups. For more information, see Contacts and Businesses - Key Relations Content Link.	✔	✔	✔	✔	✔
Access to Data Validation	Enables the Menu \> Validate Tagged Contacts option from the Contact List. With this option, the user can check the accuracy of information such as date of birth and benefit and investment holding amounts.	✔	✔	✔	✔	✔
User Assignment for Records	Enables the user to assign contacts to other users even if the user is not listed in the User Assignment list for the contact. For more information, see Office Security_-_introduction.htm).	✔	✔	✔	✔	✔
Record Sharing	Enables the user to share records with users in other offices (applies only to Enterprise View users). For more information, see Record Sharing.	✖	✖	✔	✔	✔
Job Queue Agent Setup	Enables the user to add, modify and delete jobs related to printing letters. For more information, see Job Agents	✖	✖	✖	✖	✔
Check Job Status	Enables the user to view the status of existing letter printing jobs in the queue. For more information, see Job Agents.	✔	✔	✔	✔	✔
Marketing Campaigns	Displays the Marketing Campaigns option in the side menu (under Sales \& Marketing), which enables the user to design and manage marketing efforts. The campaign management system tracks campaign details and monitors the Leads and Opportunities generated through campaigns to measure their effectiveness. For more information, see SmartCampaigns.	✖	✖	✔	✔	✔
Presale Activity/Proposals	Enables the Presale Activities/Proposals tab for contacts, advisors and other records. For more information, see Advisors/Agencies - Presale Activities/Proposals.	✔	✔	✔	✔	✔
Record Alert Creation	Enables the user to create alerts for contacts, businesses and other records. The alerts notify other users about important information regarding that record. For more information, see Record Alerts.	✔	✔	✔	✔	✔
Mass Area Code Change (Side Menu)	Displays the Area Code Change option under the expanded Utilities menu. For more information, see Additional Contact and Business Features.	✔	✔	✔	✔	✔
User-Level SMTP Setup	Provides the ability to configure an outgoing e-mail (SMTP) server specifically for the user. For more information, see User Accounts - Detail Content Link.	✔	✔	✔	✔	✔
Extra Field Staging Access	Enables the user to create fields for storing extra data in contact and business records beyond the data stored in regular fields and custom fields. See Extra Fields.	✖	✖	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Mass PDF Report (Button)	Enables the user to provide clients with documents more quickly and efficiently by "bunching" multiple PDF reports, documents and opportunity-related correspondence. For more information, see Bunch Reports.	✔	✔	✔	✔	✔
Adobe PDF Reports (Button)	Enables the user to run already-defined PDF Reports. For more information, see PDF Reports.	✔	✔	✔	✔	✔
Dynamic Reports	Enables the user to add, modify and delete Dynamic Report definitions. For more information, see Dynamic Reports.	✔	✔	✔	✔	✔
Filter Setup	Enables the user to add, modify and delete filters. For more information, see Filters.	✖	✖	✔	✔	✔
Excel Template Setup	Enables the user to add, modify and delete Excel templates. For more information, see Analytic (Excel) Reports_reports_-_introduction.htm).	✖	✖	✔	✔	✔
Reporting on Multiple Users' Data	Enables the user to select multiple users for reporting. If not selected, the user can run reports for only one user at a time.	✔	✔	✔	✔	✔
Crystal Reports	Enables the user to run already-defined Crystal Reports.	✔	✔	✔	✔	✔
Run Dynamic Reports with Excel Templates	Enables the user to export the results of a Dynamic Report to an Excel template. For more information, see Analytic (Excel) Reports_reports_-_introduction.htm). This user right is available only when the Data Export user right is enabled.	✔	✔	✔	✔	✔
Crystal/PDF Report Administrator	Enables rights to add custom PDF or Crystal Reports and set up custom settings for existing packaged PDF and Crystal Reports. For more information, see PDF Reports.	✔	✔	✔	✔	✔
Marketing Options - Button on Lists	Makes the Marketing Options button available on contact lists, including contact-related Dynamic Reports. The button lets the user invite contacts to an event or add contacts to a marketing campaign and/or opportunity. For more information, see Marketing Options.	✔	✔	✔	✔	✔
Calculated Columns Setup	Enables the user to create columns whose values are calculated based on the values of existing columns. For more information, see List Layout Customization.	✖	✖	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Mass Deletion	Enables the user to delete multiple records (e.g., contacts, advisors) at the same time. Without this right, the user must delete records one at a time. This option does not apply to policy/pending case requirements or commission records. For more information, see Creating and Deleting Contacts and Businesses.	✔	✔	✔	✔	✔
Mass Modification	Enables the user to modify multiple contacts, advisors or other records at the same time (for example, to change the gender of two or more contacts to Female). For more information, see Lists - Mass Modify.	✔	✔	✔	✔	✔
Mass Correspondence	Enables the user to send correspondence to all contacts, contacts that meet certain filtering criteria or contacts within specific sets. For more information, see Correspondence.	✔	✔	✔	✔	✔
Mass Activity Creation	Enables the user to create activities for more than one user at the same time. For more information, see Mass Task Creation.	✔	✔	✔	✔	✔
Mass Assignments	Enables the user to assign multiple contacts to one or more users in the office. The contacts can be selected manually or by filter or set. For more information, see Office Security - User Assignment_-_user_assignment.htm).	✔	✔	✔	✔	✔
Mass Deletion Requirements	Enables the user to mass delete policy/pending case requirements. Without this right, the user must delete requirements one at a time.	✖	✖	✖	✔	✔
Mass Deletion Commission Records	Enables the user to mass delete commission records. Without this right, the user must delete commission records one at a time.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
SmartOffice Sync \& E-mail Posting for Microsoft Exchange	Enables the user to sync SmartOffice contacts, calendar and e-mail directly with a Microsoft Exchange server. For U.S. customers, this user right applies only to enterprise customers; for SmartOffice online customers, a different Exchange sync solution is available.	✔	✔	✔	✔	✔
SmartOffice Sync \& E-mail Posting for Google	Enables the user to sync SmartOffice contacts, calendar and e-mail directly with a Google Workspace account. For more information, see Integrations - Google Contacts, Calendar and Gmail.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Outlook	Enables the user to access SmartOffice data directly from within Microsoft Outlook using an appropriate plug-in or add-in. When this user right is disabled, any attempt by the user to access SmartOffice data in Outlook results in a message stating that the user does not have access to that feature. Note that disabling this user right does not remove the plug-in or add-in from Outlook. For information about accessing SmartOffice data through Outlook, see Microsoft Plug-in for SmartOffice Help and SmartOffice for Microsoft 365 Help.	✔	✔	✔	✔	✔
Excel	Enables the user to access SmartOffice data directly from within Microsoft Excel using an appropriate add-in. When this user right is disabled, any attempt by the user to access SmartOffice data in Excel results in a message stating that the user does not have access to that feature. Note that disabling this user right does not remove the add-in from Excel. For information about accessing SmartOffice data through Excel, see SmartOffice for Microsoft 365 Help. (Note that this user right does not affect access to SmartOffice data in Excel using the Microsoft Plug-in for SmartOffice.)	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Export contacts to another office - Button	Enables the user to copy contacts from one office to another. For more information, see Exporting Contacts to Another Office.	✔	✔	✔	✔	✔
SmartView for Clients - Buttons	Enables the SmartView for Clients Setup option in the expanded Setup menu. For more information, see SmartView for Clients.	✖	✖	✔	✔	✔
Convert Contact Type - Button	Enables the user to convert among the different contact types (i.e., contacts, businesses, advisors and agencies). For more information, see Contacts and Businesses - Record Conversion.	✔	✔	✔	✔	✔
Contact Copy - Button	Enables the user to quickly create a duplicate of a contact, business, advisor or agency. For more information, see Creating and Deleting Contacts and Businesses.	✔	✔	✔	✔	✔
Expenses	Enables the Expenses content link for contacts. This feature tracks costs incurred for a contact, such as gifts, food and transportation. For more information, see Contacts and Businesses - Expenses Content Link.	✔	✔	✔	✔	✔
Show Business Hierarchy - Button	Enables the viewer to display a tree view of the hierarchy of contacts within a business. For more information about business hierarchies, see Contacts and Businesses - Key Relations Content Link.	✔	✔	✔	✔	✔
Household-Key Relations Sync - Button	Displays the Household – Key Relations Sync option in the expanded Menu list at the household level, enabling the user to choose whether to synchronize household members to key relations or vice versa. For more information about key relations sync, see Contacts and Businesses - Key Relations Content Link.	✔	✔	✔	✔	✔
Merge Contacts - Button	Displays the Merge Contacts option on the expanded Menu list at the contact level. This button enables the user to transfer information from one contact (the "source") to another (the "target") and resolve any conflicts. For more information, see Record Merge.	✔	✔	✔	✔	✔
Activity Outcome - Button	Displays the Menu \> Activity Options \> Activity Outcome option for a contact, enabling the user to link the outcome with a new or existing activity. For more information, see Activity Outcome Wizard.	✔	✔	✔	✔	✔
Find Contacts with Matching Profile - Button	Enables the user to find contacts with a matching profile based on employer, ZIP Code and other information. For more information, see Finding Contacts with Matching Profile.	✔	✔	✔	✔	✔
Customer Referral Value - Button	Enables the user to view all contacts referred by another contact, plus the amount of business transacted with those contacts. For more information, see Customer Referral Value.	✔	✔	✔	✔	✔
SmartPad	Enables the user to view, create and manage notes in SmartOffice using the SmartPad. For more information, see Contacts and Businesses - SmartPad.	✔	✔	✔	✔	✔
Households	Enables the Household menu item on the side menu (under People \& Companies), as well as the Household content link for contacts. This allows the user to viewing demographic, policy, investment and other data for a single family in one place. For more information, see Contacts and Businesses - Households.	✔	✔	✔	✔	✔
Letters/ Documents Content Link	Enables the Letters/Documents content link throughout SmartOffice. This enables the user to view letters and file attachments associated with a contact.	✔	✔	✔	✔	✔
Sets	Enables the Sets menu item on the side menu (under People \& Companies). This allows the user to group contacts into sets.	✔	✔	✔	✔	✔
Duplicate Records Report - Side Menu	Enables the user to view contacts, advisors, agencies or businesses that might be duplicates in SmartOffice. For more information, see Duplicate Records.	✔	✔	✔	✔	✔
Global Search	Enables the user to search for multiple record types with a single search query. For more information, see Global Search.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Overdue Projects - Side Menu	The Overdue Projects option in the side menu (under Calendar) displays all of the tracked, Project-type activities that were scheduled for completion before the current date but have not been marked as Done. For more information, see Overdue Projects.	✔	✔	✔	✔	✔
Unfinished Activities - Side Menu	The Unfinished Activities option in the side menu (under Calendar) displays all tracked past activities that have not yet been marked as Done or Cancelled. For more information, see Unfinished Activities.	✔	✔	✔	✔	✔
Add Important Dates in Side Menu	This option enables the Add Important Dates to the Calendar option in the side menu (under Utilities). This feature extracts important dates related to contacts or businesses (e.g., birthday, policy renewal, investment maturity) and creates corresponding activities. For more information, see Add Important Dates to the Calendar.	✔	✔	✔	✔	✔
Calendar Reports - Side Menu	The Calendar Reports option in the side menu (under Reports) enables the user to set up and print the activities or task that have been scheduled on the calendar for any day, week or month. For more information, see Calendar Reports.	✔	✔	✔	✔	✔
Activity Statistics Report - Side Menu	This option enables the Activity Statistics option in the side menu (under Reports). This feature displays a statistical snapshot of a user's activities. A user can see his or her effectiveness for a particular period of time in terms of percentage of marketing activities that resulted in a sale made, or in terms of a dollar amount for each activity (based on total commissions for sales made in that time period). For more information, see Activity Statistics Report.	✔	✔	✔	✔	✔
Search Activity - Side Menu	This option displays the Search Activities option in the side menu (under Calendar). This feature enables the user to look for activities based on type, priority or status within a specified date range. For more information, see Searching Activities.	✔	✔	✔	✔	✔

User Right	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Broker Dealer - Button	Enables the Menu \> Broker Dealer option on the advisor Detail content link. This option identifies the broker dealer and the series licenses that a producer holds to do security-based business. For more information, see Viewing an Advisor's Broker-Dealer/FINRA Information.	✔	✔	✔	✔	✔
Advisor/Contract Hierarchy - Buttons	Enables the Menu \> Advisor Hierarchy and Menu \> Contract Hierarchy options on the Advisor List. The Advisor Hierarchy option opens a dialog box displaying a hierarchical view of an Advisor in relation to any associated advisors. The Contract Hierarchy option opens a dialog box displaying the list of contracts for an advisor and a hierarchical view of those contracts, enabling easy navigation to other contracts within the hierarchy. These dialog boxes remain open while the user navigates to other areas of SmartOffice. For mor information, see SmartCommissions - House, Supervisor and Advisor Setup for the Commission Hierarchy.	✖	✖	✔	✔	✔
Product Marketing - Button	Enables the Menu \> Product Marketing option from the advisor Personal content link. Product Marketing enables the user to manually track the percentage of a certain line of business that an advisor would sell. The user can then market specific products to that advisor based on those percentages. For more information, see Advisors/Agencies - Other Advisor and Agency Management Features.	✔	✔	✔	✔	✔
Advisor Policy Statistics - Button	Enables the Menu \> Advisor Policy Statistics option on the advisor Personal content link. This feature lists the individual and group policies associated with the advisor, as well as premium and benefit information for each policy. For more information, see Displaying Advisor Policy Statistics.	✔	✔	✔	✔	✔
Advisor Reassignment - Button	Enables the Menu \> Advanced Options \> Advisor Reassignment option on the Advisor List. This feature lists all of the contacts and holdings assigned to an advisor, making it possible to reassign those contacts and holdings to one or more other advisors. For more information, see Reassigning Contacts from One Advisor to Another.	✔	✔	✔	✔	✔
Advisors \& Agencies	Enables the Advisors/Agencies menu item from the side menu (under People \& Companies) and provides access to advisor and agency information.	✔	✔	✔	✔	✔
Advisor Merge - Button	Enables the Menu \> Advanced Options \> Advisor/Agency Merge option on the advisor Personal content link and the Advisor List. This option enables the user to transfer information from one Advisor or Agency (the "source") to another (the "target") and to resolve any conflicts. For more information, see Record Merge.	✔	✔	✔	✔	✔
SmartView for Advisors - Button	Displays the Menu \> SmartView for Advisor User Accounts option on the Advisor List. This feature enables the user to create a special user name and password that the selected advisor can use to view (but not edit) contact, calendar and other information in SmartOffice on the Web, 24 hours a day. For more information, see SmartView for Advisors.	✔	✔	✔	✔	✔
Show Production Content Link	Enables the Production content link for advisor records. This feature calculates an advisor's production figures for written and inforce business over a specified time period, based on criteria such as carrier, line of business and plan name.	✔	✔	✔	✔	✔
Show Commissions Content Link to non-CTM users	Enables the Commission content link on advisor records even for users who do not have a license for the SmartCommissions commission tracking module.	✔	✔	✔	✔	✔
Show Commissions Smart Check Tab to non-CTM users	Displays the commission Smart Checks content link to SmartView for Advisors users. This user right can be useful if the advisor does not need to see the more complex information provided on the Commissions content link.	✔	✔	✔	✔	✔
SmartView for Advisors - Setup Administrator	Enables the user to configure SmartView for Advisors, which allows an agency to give its advisors limited access to SmartOffice to check pending case status and other information. For more information, see SmartView for Advisors.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Base SmartOffice	This is the standard license package that is appropriate for most SmartOffice user accounts. It provides administrators with complete control over which licenses are enabled for the user.	✔	✔	✔	✔	✔
Agency Package	This is a special license package that enables the user to view, create, modify and delete policies and pending cases, regardless of whether the Policy Tracking license and any of the SmartCase licenses are enabled for the user account. This package ensures that the user can access critical agency management features regardless of the licenses selected.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
SmartPDA	Enables the user to view SmartOffice data using a Web-enabled mobile device. (Note: This is a legacy product that has been replaced by SmartOffice Anywhere.) For more information, see SmartPDA.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Leads Coordinator	Enables the user to assign, reject and revoke leads, and to run statistic reports for advisors. See SmartLeads - Creating Leads Users.	✖	✖	✔	✔	✔
Leads	Enables the SmartLeads module for the user.	✔	✔	✔	✔	✔
Opportunity	Enables the SmartOpportunities module for the user.	✔	✔	✔	✔	✔
Opportunity Setup Administrator	Enables the Opportunities Setup option in the side menu (under Setup), which enables the user to view, modify, and delete stages, stage actions, and more. See Opportunity Setup.	✖	✖	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Policy Tracking	Enables access to the SmartPolicies module.	✔	✔	✔	✔	✔
Track ACH	Displays the advisor ACH content link, enabling the user to track bank account information used to send electronic payments to advisors.	✔	✔	✔	✔	✔
Advisor Contract/License Management	Enables access to the licensing, compliance, contracting and appointment sections of the advisor module, as well as the Setup section in which this information is managed. For more information, see Advisors/Agencies - Cont./Appt. Content Link and Advisors/Agencies - License/Compliance Content Link.	✖	✖	✔	✔	✔
Pending Case \& Policy Setup Administrator	Enables the user to modify the Master Requirement List, Setup Requirement Follow-up Days, Status Exclusion, Pending Case Workflow and SmartView for Advisor Privacy defaults. This license also enables the Policy/Case Setup option (under Setup in the side menu). The Policy/Case Setup option opens the Master Setup List, which includes the DataXchange Setup menu and Initial Requirement Load for System Office users. DataXchange Setup enables the creation of DataXchange Registration, GA IDs for GA ID Validation and Auto-Update Exceptions. Access to the HO Pending Case menu is enabled with DX Registration information.	✖	✖	✔	✔	✔
Show Policy Owner Servicing POS Content Link	Enables access to the POS content link_content_link.htm) while viewing a policy.	✔	✔	✔	✔	✔
Show Policy Claims Content Link	Enables access to the claims related to the selected policy.	✔	✔	✔	✔	✔
Show Policy Transactions Content Link	Enables access to the Policy Transactions content link while viewing a policy. This content link lists transactions such as address and beneficiary changes, premium payments and partial and total surrender.	✔	✔	✔	✔	✔
Production Dashboard	Enables the reporting of production values for an agent, firm, product, etc., for a selected period of time. See Production Dashboard.	✔	✔	✔	✔	✔
Commission Rate Entry	Enables the user to create commission rate records in the system.	✖	✖	✔	✔	✔
Group Benefits (Group Policy)	Enables access to the SmartBenefits module.	✔	✔	✔	✔	✔
Show Riders \& Reinsurance to SVA users	Enables SmartView for Advisors users to see the Riders/Reinsurance content link on pending case records. This license is visible only for SmartView for Advisors user accounts.	N/A	N/A	N/A	N/A	✔
Track Credit Card Information	Enables the Credit Card section in attending physician's statement (APS) pending case requirements. For more information, see Pending Cases - Requirements Content Link.	✖	✖	✖	✔	✔
Show Additional Info. Content Link to SVA users	Enables SmartView for Advisors users to see the Additional Info. content link on policy and pending case records. This license is visible only for SmartView for Advisors user accounts.	N/A	N/A	N/A	N/A	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
SmartCaseManager	Enables access to the pending cases module, including the ability to add, modify and delete pending cases.	✖	✖	✖	✔	✔
SmartCase Viewer	Enables the user to search and view pending cases.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Side menu case status (mass send)	Enables the Case Status command under Insurance in the side menu, which allows a user to send pending case status reports to all advisors at once. Enabling this license automatically enables the Button case status (selective send) user right as well. For more information, see Advisors/Agencies - Case Status.	✖	✖	✖	✔	✔
Button case status (selective send)	Enables the Case Status command in the Menu button on advisor, agency, policy, group policy and pending case lists. For more information, see Advisors/Agencies - Case Status.	✖	✖	✖	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Investment Tracking	Enables access to the SmartInvestments module.	✔	✔	✔	✔	✔
Asset Allocation	Enables the Asset Allocation options in the side menu (under Investments) and the Asset Allocation content link in the Investment Accounts tab. The content link tracks the allocation of the client's assets and informs the advisor where the actual allocation deviates from the target allocation by a given variance based on the model allocation. For more information, see SmartInvestments - Asset Allocation.	✖	✖	✔	✔	✔
Performance Calculations	Enables the Investment Performance Validation option under the Investment side menu. This license also shows the Performance Calculations button in the Investment Account List and enables the Account Performance content link in the Investment Account List and Investment Position List. For more information, see SmartInvestments - Performance Calculations.	✖	✖	✖	✖	✔
Show Liability Screens	Enables the Liabilities option under Investments in the side menu. This option also enables the Account Liabilities content link for investment accounts; the Position Liabilities content link for positions; and the Liabilities tab for contacts, businesses and households. For more information, see Liabilities.	✔	✔	✔	✔	✔
Show Link Accounts side menu	Enables the Link Account to Contact option under Investments in the side menu. For more information, see Other Investment Account Management Features.	✔	✔	✔	✔	✔
Show Investment Transactions	Enables the Account Transactions content link in the Investment Account List and Investment Position List.	✖	✖	✔	✔	✔
Show Investment Position History	Enables the Account Positions tab in the Investment Account List and the Position History content link in the Investment Position List.	✔	✔	✔	✔	✔
Additional Annuity	Enables the Additional Information content link on variable and fixed annuity positions, which includes fields for entering premium information, remarks and other data.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Process HO Pending Case Status Information	Enables access to the HO Pending Cases menu item in the side menu (under Insurance), which the user can click to search for pending case updates downloaded from carriers through SmartOffice. For more information, see Pending Case Download - Working with HO Pending Cases.	✖	✖	✖	✔	✔
Import Log	Enables access to the Import Log menu item in the side menu (under Utilities), which displays a record of pending case downloads that have occurred. For more information, see Pending Case Download - Reports and Logs.	✖	✖	✖	✔	✔
On-Demand HO Pending Case Download	Enables the user to upload ACORD files into Pending Case Download. For more information, see Pending Case Download - Working with HO Pending Cases.	✖	✖	✖	✔	✔
Edit HO Case Carrier Data	Enables the user to modify erroneous pending case data sent by the carrier so that the case can be reprocessed. For more information, see Pending Case Download - Working with HO Pending Cases.	✖	✖	✖	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Wholesaler Setup Administrator	Enables the user to access Wholesaler Setup to configure the system with company-specific settings, which identify sales reps, territories and sales channels. For more information, see Wholesaler Setup.	✖	✖	✔	✔	✔
Wholesaler	Enables the user to access the SmartWholesaler module but not to configure the system with company-specific settings, which identify sales reps, territories and sales channels.	✖	✖	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
CTM Administrator	Enables access to all functions of the commission tracking system. This license includes carrier postings of commission checks, validation of what was received, what was expected and all reporting functionality and special utilities that are used to mass modify commission records.	✖	✖	✖	✖	✔
CTM House View	Enables full viewing of all payment levels in the hierarchy chain.	✖	✖	✔	✔	✔
CTM Supervisor View	This option is similar to the CTM Advisor View license, except that it enables access to commission records for the advisor and supervisor levels.	✖	✖	✔	✔	✔
CTM Advisor View	This license restricts how much commission data a user in the office can view over and above the access to specific advisors the user may already have in SmartOffice. SmartCommissions allows for a variety of levels of payment. The hierarchy begins at the advisor and rolls through all supervisors up to the house level. The CTM Advisor View option enables the viewing of commission records at the advisor level only. Supervisor and house transactions are not available for viewing.	✔	✔	✔	✔	✔
CTM Processing	Enables access to all commission processing functions except Mass Projection and Setup. This includes carrier postings of commission checks, expected vs. received reconciliation and all reporting functionality and special utilities used to mass modify commission records.	✖	✖	✖	✖	✔
SmartCommissions - Advisor	Enables access to the SmartCommissions for Advisors module, a simplified set of commission tracking features for tracking advisor commissions only.	✖	✖	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
SmartCommissions - Carrier Interface	Enables access to contract and rate setup and provides the ability to import commission data from insurance carriers for the purpose of reporting on the data only.	✔	✔	✔	✔	✔
CTM - Advisor Payment Import	Enables the user to import any type of additional commission data to be paid to advisors and to integrate that data into a commission check run.	✖	✖	✖	✖	✔
Advisor Rep ID Maintenance	Enables the user to modify advisor rep data, which is necessary for advisor payment import to function.	✖	✖	✖	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Recruiter Setup Administrator	Enables everything that the Recruiter license enables, plus access to the Recruiting Setup menu item (under the Setup menu). See SmartRecruiting.	✖	✖	✔	✔	✔
Recruiter	Adds the Candidates option to the side menu (under People \& Companies). This enables access to the Candidate/Recruit List and the Recruiting Status Reports. See SmartRecruiting.	✖	✖	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Event Management Administrator	Enables the SmartEvents module, used to schedule seminars and similar events.	✔	✔	✔	✔	✔
Event Management User	Enables the user to track participation in events using the SmartEvents module.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Accordia Inforce Import	Enables the user's office to receive inforce policy downloads directly from Accordia. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
AdviceNext	Enables Lincoln Financial users to access their advisor portal using single sign-on.	✖	✔	✔	✔	✔
AdvisorGroup	Enables AIG advisors to access SmartOffice using single sign-on (SSO) from AIG's advisor portal.	✖	✔	✔	✔	✔
AdvisoryWorld	Enables users to export contact and investment account data from SmartOffice into AdvisoryWorld's SCANalytics application. For more information, see Integrations - AdvisoryWorld.	✖	✔	✔	✔	✔
Albridge Applink	Enables users to navigate seamlessly between SmartOffice and the Albridge® Wealth Reporting™ application. For more information, see Integrations - Albridge Applink.	✖	✔	✔	✔	✔
Albridge Setup	Enables configuration of Albridge investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Importing Data.	✖	✔	✔	✔	✔
Broadridge Import	Enables configuration of Broadridge investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Charles Schwab	Enables configuration of Charles Schwab investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Copytalk	Enables users to dictate notes to the Copytalk secure voice transcription service and have those notes automatically appear as SmartPad entries in SmartOffice. For more information, see Integrations - Copytalk.	✖	✔	✔	✔	✔
DAS\_dbCAMS	Enables user to import investment data into SmartOffice using the standard dbCAMS file format supported by many custodians. For more information, contact your SmartOffice account representative.	✖	✔	✔	✔	✔
DAS\_FOLIOfn	Enables configuration of Folio Investments data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
DAS\_LPL	This license enables a legacy LPL investment data download service that is being phased out but is still in use by some customers. LPL currently offers downloads through Albridge. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
DAS\_TDAmeritrade	Note: This data feed has been discontinued. Enables the user to manually upload TD Ameritrade data into SmartOffice when troubleshooting issues with the automated download. For more information, contact SmartOffice Technical Support.	✖	✔	✔	✔	✔
DAS\_Trust Company of America	Enables configuration of TCA by E\*TRADE investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
DAZL	Enables configuration of DAZL investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Docupace Client Folder	Enables the user to access clients' Docupace folders directly from SmartOffice. For more information, see Integrations - Docupace.	✖	✔	✔	✔	✔
Docupace ePACS Connect	Enables the user to export SmartOffice contact data to Docupace Quick Start (formerly Docupace Starting Point) for form filling. For more information, see Integrations - Docupace.	✖	✔	✔	✔	✔
DoveTailSoftware	Enables the user to automatically import leads from the Deft Sales lead processing application into SmartOffice as contact records. For more information, see Integrations - Deft Sales.	✖	✔	✔	✔	✔
DST	Enables configuration of DST investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
DTCC Import	Enables automatic updates of inforce life, long-term care and annuity policies in SmartOffice with the latest data from the Depository Trust \& Clearing Corporation (DTCC). For more information, see Integrations - DTCC.	✖	✔	✔	✔	✔
eMoney	Enables the user to import contact, policy and investment data from SmartOffice into the eMoney financial planning application. For more information, see Integrations - eMoney.	✖	✔	✔	✔	✔
FCSSync	Enables Exchange Sync, which provides contact/calendar sync and e-mail posting between SmartOffice and Microsoft Exchange. For more information, see Integrations - Microsoft Exchange.	✖	✔	✔	✔	✔
FinanceLogix	Enables the user to import SmartOffice household investments into the Finance Logix financial planning application. For more information, see Integrations - Finance Logix.	✖	✔	✔	✔	✔
Financial Media Exchange	Enables advisors to send personalized, branded, compliant marketing communications directly to clients from SmartOffice using the Financial Media Exchange (FMeX) platform. For more information, see Integrations - Financial Media Exchange.	✖	✔	✔	✔	✔
FMG Suite	Enables SmartOffice contact sync and lead creation using the FMG Suite advisor marketing platform. For more information, see Integrations - FMG Suite.	✖	✔	✔	✔	✔
Get Licensing	Enables downloading of advisor licensing data from NIPR into SmartOffice. For more information, see Integrations - National Insurance Producer Registry (NIPR).	✖	✔	✔	✔	✔
Get Licensing/Appointment	Enables downloading of advisor licensing and appointment data from NIPR into SmartOffice. For more information, see Integrations - National Insurance Producer Registry (NIPR).	✖	✔	✔	✔	✔
GetNPN	Enables downloading of advisor national producer number data from NIPR into SmartOffice. For more information, see Integrations - National Insurance Producer Registry (NIPR).	✖	✔	✔	✔	✔
InfoDirect	Enables configuration of Pershing Sterling/InfoDirect investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Inforce Policy Upload	Enables manual uploading of inforce policy data to SmartOffice for troubleshooting purposes. For more information, contact SmartOffice Technical Support.	✖	✔	✔	✔	✔
Intellisys	Enables users to view a SmartOffice contact’s existing documents on the Intellisys (ExamOne) website. For more information, see Integrations - Intellisys.	✖	✔	✔	✔	✔
John Hancock Inforce Policy Import	Enables the user's office to receive inforce policy downloads directly from John Hancock. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
Laser App	Enables users to import data from SmartOffice into the Laser App desktop form-filling application. For more information, see Integrations - Laser App.	✖	✔	✔	✔	✔
Laser App Anywhere	Enables the user to import contact data from SmartOffice into Laser App Anywhere, the web-based version of Laser App's form-filling software. For more information, see Integrations - Laser App Anywhere.	✖	✔	✔	✔	✔
Laserfiche Interface	Enables users to open the Laserfiche document management system directly from SmartOffice and view a client's documents. For more information, see Laserfiche's SmartOffice Integration User Guide (PDF).	✖	✔	✔	✔	✔
MarketingLibrary	Enables the user to export and sync contacts and sets into MarketingPro to create marketing campaigns. Also enables the user to push marketing content from MarketingLibrary.net into SmartOffice for delivery to SmartOffice contacts. For more information, see Integrations - MarketingPro and Integrations - MarketingLibrary.net.	✖	✔	✔	✔	✔
Mass Mutual	Enables advisors whose broker-dealer is MassMutual to import inforce policy and contact data stored in MassMutual's PAAR data format into SmartOffice. For more information, see Integrations - MassMutual PAAR.	✖	✔	✔	✔	✔
Mobile Assistant	Enables the user to dictate notes to the Mobile Assistant secure voice transcription service and have those notes automatically appear as SmartPad entries in SmartOffice. For more information, see Integrations - Mobile Assistant.	✖	✔	✔	✔	✔
MoneyGuidePro	Enables the user to export data from SmartOffice into the MoneyGuidePro™ financial planning application. For more information, see Integrations - MoneyGuidePro.	✖	✔	✔	✔	✔
MyNameFlow	Enables advisors who use the MyNameFlow automated advisor marketing platform to import contact data from SmartOffice into MyNameFlow. For more information, see Integrations - MyNameFlow.	✖	✔	✔	✔	✔
MyRepChat	Enables advisors to have compliant SMS text conversations with clients from within SmartOffice using the MyRepChat platform. For more information, see Integrations - MyRepChat.	✖	✔	✔	✔	✔
National Life Inforce Import	Enables the user's office to receive inforce policy downloads directly from National Life. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
NetX360	Enables investment advisors to quickly prefill new-account forms in Pershing's NetX360® Client Onboarding solution using client data stored in SmartOffice. For more information, see Integrations - Pershing NetX360.	✖	✔	✔	✔	✔
New York Life Import	Enables the user's office to receive inforce policy downloads directly from New York Life. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
NFS Import	Enables configuration of Fidelity Clearing and Custody Solutions investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Orion Import	Enables configuration of Orion investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Orion SSO	Enables the user to establish single sign-on (SSO) access from SmartOffice to Orion Advisor Services’ web-based advisor platform. For more information, see Integrations - Orion.	✖	✔	✔	✔	✔
Pac Life Inforce Policy Import	Enables the user's office to receive inforce policy downloads directly from Pac Life. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
PaperClip Open4	Enables users to open client folders in PaperClip's vcf4Life document management system directly from SmartOffice. For more information, see Integrations - PaperClip vcf4Life.	✖	✔	✔	✔	✔
PaperClip SSO	This license is available to a limited number of SmartOffice customers to enable single sign-on access from SmartOffice to PaperClip.	✖	✔	✔	✔	✔
PlanFacts SSO	Enables the user to create cases in the PlanFacts financial planning suite using data from SmartOffice. For more information, see Integrations - PlanFacts.	✖	✔	✔	✔	✔
Portfolio Pathway	Enables the user to access the Portfolio Pathway portfolio management application directly from SmartOffice without having to sign in to Portfolio Pathway. For more information, see Integrations - Portfolio Pathway.	✖	✔	✔	✔	✔
PreciseFP	Enables the user to push client data from the PreciseFP financial planning application into SmartOffice and pull contact data from SmartOffice into PreciseFP. For more information, see Integrations - PreciseFP.	✖	✔	✔	✔	✔
Profiles Professional - Desktop	Enables the user to export contact, investment and policy data from SmartOffice into the Advicent Profiles Professional desktop financial planning application. For more information, see Integrations - Profiles Professional.	✖	✔	✔	✔	✔
Profiles Professional - Web	Enables the user to export contact, investment and policy data from SmartOffice to Advicent's web-based Profiles financial planning application. For more information, see Integrations - Profiles.	✖	✔	✔	✔	✔
Prudential Inforce Policy Import	Enables the user's office to receive inforce policy downloads directly from Prudential. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔
PSG eApp	Enables users to fill out life insurance application forms quickly by pushing SmartOffice contact data into the Paperless Solutions Group (PSG) electronic application form system. For more information, see Integrations - Paperless Solutions Group.	✖	✔	✔	✔	✔
Quik Forms	Enables the user to export SmartOffice data to the Quik! Forms Library form-filling software. For more information, see Integrations - Quik! Forms Library.	✖	✔	✔	✔	✔
Raymond James On Demand	Enables configuration of Raymond James investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
ReadyDoc Capture	Enables users to upload documents from SmartOffice into the ReadyDoc document management system. For more information, see Integrations - ReadyDoc.	✖	✔	✔	✔	✔
ReadyDoc Search	Enables users to access documents stored in the ReadyDoc document management system directly from SmartOffice. For more information, see Integrations - ReadyDoc.	✖	✔	✔	✔	✔
Riskalyze	Enables the user to access Nitrogen's Riskalyze risk analysis application from SmartOffice. The user can also export client data from SmartOffice into Riskalyze to calculate each client's individual Risk Number. For more information, see Integrations - Riskalyze.	✖	✔	✔	✔	✔
SEI SSO	Enabled users to access SEI's advisor website from SmartOffice using single sign-on. For more information, see Integrations - SEI.	✖	✔	✔	✔	✔
SEI Wealth Platform	Enables configuration of SEI investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Sterling	Enables configuration of Pershing Sterling/InfoDirect investment data downloads into SmartOffice. For more information, see Investment Data Downloads - Data Provider Information.	✖	✔	✔	✔	✔
Veo SSO Setup	Enables the user to access Veo®, the TD Ameritrade Institutional account management and trading platform, from SmartOffice and vice versa with a single login. For more information, see Integrations - Veo.	✖	✔	✔	✔	✔
Webex Integration	Enables the user to track Cisco Webex meetings in the SmartOffice calendar and save Cisco Webex audio recordings in the SmartOffice SmartPad. For more information, see Integrations - Cisco Webex.	✖	✔	✔	✔	✔
Zoom Integration	Enables the user to track Zoom meetings in the SmartOffice calendar and save Zoom transcripts in the SmartOffice SmartPad. For more information, see Integrations - Zoom.	✖	✔	✔	✔	✔
Zurich Inforce Import	Enables the user's office to receive inforce policy downloads directly from Zurich. For more information, see Inforce Policy Import.	✖	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
KYC Template Creation	Enables the user to create Know Your Client templates for use in contact, business and investment account records. For more information, see Contacts and Businesses - KYC Content Link.	✔	✔	✔	✔	✔
KYC View	Displays the KYC content link in contact, business and investment account records.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Insurance Sync Consumer	Enables an advisor to receive updates about underwriting activity and pending case status from an agency through the Insurance Sync feature.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
SmartOffice Anywhere	Enables the user to access a lighter version of SmartOffice optimized for mobile devices but also compatible with desktop browsers. For Lite tier users, this license is always enabled. For more information, see SmartOffice Anywhere Help.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
Widget Setup Administrator	Enables the user create and manage custom widgets for use in SmartOffice page layouts and home page tabs. Enabling this license automatically enables the Widget User license. This license can be enabled only by an administrator with access to the System office. Customers without access to the System office can contact their SmartOffice account representative for more information.	✖	✖	✔	✔	✔
Widget User	Enables the user to add custom widgets to SmartOffice page layouts and home page tabs.	✔	✔	✔	✔	✔

License	Description	Lite Tier	Standard Tier	Performance Tier	Brokerage Management Tier	Brokerage Management \+ Commissions Tier
E-mail Automation	Enables the user to specify e-mail templates that will be used to send messages on a recurring schedule to contacts and other recipients (e.g., on birthdays, review dates and more). For more information, see E-mail Automation.	✔	✔	✔	✔	✔

User Accounts - User Rights Content Link

Overview

User Rights

Administrator

Additional Administrator Functions

List Layout Customization

Page Layout Customization

Office Setup Options

Reporting Options

Mass Operation

Contact-Calendar Synchronizations

Microsoft Add-Ins

Advanced Contact Management Features

Advanced Calendar Functions

Advanced Advisor Management Features

Licenses

Packages

SmartPDA

SmartLeads/SmartOpportunities

SmartPolicies

SmartCase

Case Status

SmartInvestments

DataXchange Online Services

SmartWholesaler

SmartCommissions - Advanced

SmartCommissions - Base

SmartRecruiting

Event Management

Integration

KYC Template Creation

SmartLink for Insurance Brokers

SmartOffice Anywhere

Smart Widget

E-mail Automation