---
title: Roles
description: "Introduced with IPEM Cannes 2024, the *Roles* function empowers *Admins* to assign roles to colleagues within their firm. Explore the varying permissions associated with different roles below. [Learn how to assign roles to colleagues](#AssignRoles) ## About Roles and permissions **•**IPEM…"
url: "https://www.ipem-market.com/help/ipem-wealth/roles-2/"
updated: "2024-03-18"
---

# Roles

Introduced with IPEM Cannes 2024, the *Roles* function empowers *Admins* to assign roles to colleagues within their firm. Explore the varying permissions associated with different roles below.

   [Learn how to assign roles to colleagues](#AssignRoles)

## About Roles and permissions

**•**IPEM User: can only access their own profile.

**•**Event participant: can **access event database** (only during an event period), can **consult and edit their own profile**, and **consult their firm’s profile**.

 

**Roles details**

*Every role benefits from the rights of an IPEM User or an event Participant. However, Specific permissions can be attributed to individuals to manage different parts of the experience.*

A firm’s first user is automatically attributed the role of Admin. The Admin can add and remove roles to their firm’s employees.

**• Admin** — can access and/or edit:

**     **Firm’s profile.

**     **Firm’s employees and their permissions.

**     **Firm’s event participants and their profiles.

**     **Invoices.

 

**• Accountant** — can access:

**     **Invoices.

 

**• Event Coordinator** — can access and edit:

**     **Firm’s event participants and their profiles.

 

**• Employees Manager** — can access and edit:

**     **Firm’s employees and their permissions.

 

**• Firm Profile Manager** — can access and edit:

**     **Firm’s profile.

## How to assign roles to colleagues

**1. Access your "Firm Employees" page**

Once you're connected, you can access the *Firm Employees* page from the homepage of your IPEM Account, by clicking on the *Profile* icon, on the upper right-hand corner of the screen.

![](data:image/svg+xml;charset=utf-8,%3Csvg xmlns%3D'http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg' viewBox%3D'0 0 1267 637'%2F%3E)

**2. Assign roles to colleagues**

Click on the three dots next a colleague's name to assign one or more roles. Once the roles have been chosen, click *CONFIRM*.

On this page, you can also add employees into your firm's profile, by using the button *ADD EMPLOYEES*. Those employees will automatically be entered into IPEM's internal system and will appear on the firm's list of employees on your IPEM Account.

![](https://www.ipem-market.com/wp-content/uploads/Roles_1.png)

![](https://www.ipem-market.com/wp-content/uploads/Roles_2.png)

**Did you find the answer to your question?**

If not, do not hesitate to use **[our contact form for support.](https://www.ipem-market.com/contact-us/)**