Understanding Manager and Operator Permissions
Now that you have added users you can begin assigning user roles. This is a great way to segment your company into a hierarchical structure. Before you set up the roles for each user you should familiarize yourself with the 3 different roles that a user can have: Admin, Manager, and Operator.
Starting at the base of the structure are your Operators, the very core of your business. As an operator, you have access to a wide variety of functionalities, including:
Viewing and Completing Assigned Tasks
Sending Private Messages and Group Sends
Creating Message Templates
Viewing Customer Documents
As a manager you have all the abilities of an Operator, and more!
Create and Edit Groups
Have Full Document Access
Upload Company-Wide Documents
Upload Individual Customer Documents
Create and Assign Tasks For Both Customers and Team Members
View Unassigned and Completed Tasks
Update Intuit QuickBooks
Invite and Edit Users
As an Admin you have the most power and versatility. There is only one admin account permitted for each company. The reason for this is because they are the only ones that have access to secure features, like billing. Several actions are available to you on top of the manager and operator roles, including:
Updating Payment Information
Updating Customer Settings
Creating Custom Fields
Setting Up Auto-Billing
Adding a New Company Account
Receiving Notifications for Completed Task
Assigning User Roles
Now that you understand the permissions allowed for each role it is time to assign each user a role. Doing so is an effortless process. Be sure to be on either a manager or admin account so that you can access these features.
Select the blue circle in the top right corner of the screen.
Click on “Users”.
Select the user you are trying to edit.
Click on the icon with the silouette and pen to edit the user.
Select the down arrow to the right of their current role to view more roles.
Click on the desired role.