Firms on Nitrogen Ultimate or Enterprise plans have the ability to configure their firmwide account holdings data into custom groups — referred to as “subdomains” — under the primary firm domain. To configure subdomains for your enterprise, please contact your relationship manager. They can assist you with segmenting your firm's data into subdomains and configuring access to specific subdomains for the appropriate executive users.
Firms can create “subdomain executives” who can only access specific subdomains, allowing for regional or office-level self-service account holdings review, while the main home office can retain access to all firmwide data.
Please Note: This segmentation only applies to the Compliance dashboard at this time.
Executives can have Root Domain access or Subdomain access:
Root Domain Executives
- Root Domain Executives can view all data across the firm, and have access to all features in Command Center.
- Subdomain Executives can view data belonging to only the subdomains they are granted access to in the Compliance dashboard.
- Insights, Proposals, User Management, and Firm-level settings will not be accessible for subdomain executives. Verified home office contacts can update “root domain” and “subdomain” executives as needed through their relationship manager.