WealthWorks+ allows user 'roles' to be defined and individual configured.
One of those configuration options within Options > System Configuration > Roles & Permissions > Actions > Edit Permissions > System > Administration Data has two options within it which sound similar - 'Maintain All Sundry Types' and 'Maintain General Sundry Types':
'Maintain General Sundry Types' is the option which controls those sundry types added to on a more regular basis by users (e.g. meeting types and cessation reasons).
Those users assigned full controls within 'Maintain All Sundry Types' will be granted access to additional, more exclusive, sundry types (e.g. countries and share classes).
The below confirms which sundry types are included within which option, 'Maintain General Sundry Types', or 'Maintain All Sundry Types':
| Type Name | Where Used | USER SUNDRY TYPES (207) 'Maintain General Sundry Types' | ADMIN SUNDRY TYPES (208) 'Maintain All Sundry Types' |
| Meeting Types | Registers - Meetings | Included | Included |
| Type of Execution | Registers - Sealings & Executions | Included | Included |
| Nationality | Identity | Included | Included |
| Safe Custody Location | Registers - Safe Custody | Included | Included |
| License Type | Registers - Licenses | Included | Included |
| Signing Authority | Registers - Bankers | Included | Included |
| Cessation Reasons | Registers | Included | Included |
| Entity Types - Individuals | Entity Details | - | Included |
| Entity Types - Company | Entity Details | - | Included |
| Entity Types - Trusts | Entity Details | - | Included |
| Entity Types - Foundations | Entity Details | - | Included |
| Entity Types - Partnerships | Entity Details | - | Included |
| Entity Types - Estates | Entity Details | - | Included |
| Entity Types - Other | Entity Details | - | Included |
| Partner Types | Register - Partners | Included | Included |
| FATCA/CRS Reason for not reporting | AEOI - FATCA/CRS | - | Included |
| Fund Objective | Sub Fund Details | - | Included |
| Unit Holders | Registers - Unit Holders | - | Included |
| Accounting Transaction Narratives | Accounting Transactions | Included | Included |
| Countries | Many | - | Included |
| Currencies | Many | - | Included |
| Banking Sort Codes | Registers - Bankers | Included | Included |
| Share Classes | Registers - Share Capital | Included | |
| Mortgage/Charge Types | Registers - Mortgages and Charges | Included | Included |