Spoke/Client Management
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      Managing User Access in Hub & Spoke

      This article explains how the 6clicks Hub & Spoke model supports user access management

      The below diagram (Figure 1) explains the core concept of managing user access in a Hub & Spoke environment.

      Figure 1 - Hub & Spoke Example User Access

      In this example, Joe Smith has been provided Advisor access to both Spokes. All other users have access only to the tenants (Hub or Spoke) that they have been assigned to.

      Key points:

      • Hub Users will only have access to Spokes and Spoke data that they have been assigned as an Advisor. (This is also applicable in the Reporting & Analytics module.)
      • The level of access an Advisor is given is managed using the Advisor role in the Spoke.
      • Spoke Users will only have access to their assigned Spoke.

        The below articles provide further information: