Use roles and permissions are easily customizable and maintained.
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The article includes:
Quick Links > Manage Roles
Account > Company Information > Users > Manage Roles
The roles module includes preset default rules with adjustable settings. You can also create your own roles based on your business needs.
There are seven default roles. Within these roles, are suggested permissions that can be customized to better suit your needs. You can also create your own roles as needed.
|Account administrator||An administrative role for people who will be overseeing your ConnectivityPro account, which includes:
|Technician||Technicians have access to provisioning and diagnostic tools.|
|View only||View only users can view certain menu options but cannot change anything or access provisioning.
Note: The stock order option is available but will not complete.
|Operations||Operations can access everything except administration and invoicing.|
|Fulfillment||Fulfillment can provision SIMs and diagnose devices.|
|Finance||Finance has full administrative permissions and report access but cannot provision SIMs.|
|Sales rep||Sales reps can access contracts and parent/child accounts and provisioning.|
The account roles contain all custom roles you have created for that account.
Roles and users
When you select a role, the active users with that role will display. You can sort and move the users within the table, but you cannot make any changes to the users from this page.
Although the default roles come with permission groups and subsets selected, these can be changed at any time to suit your needs.
All roles contain the same list of permissions groups. Within each group are subsets of menu pages and options. You can change these options as well.
The checkbox shows you at a glance the number of permissions selected under each group.
|No permissions are chosen from this group.|
|Some permissions are chosen from this group.
Select the expand button to review which options are enabled in this group.
|All permissions are chosen in this group.
Note: Checking this box automatically enables all options in this group.
Create a new role
You have the option to either create the new user role on your own or clone an existing role. The new role will appear under Account Roles.
|New||The permission groups will have no selections, customize as needed.|
|Clone||The permissions will match the cloned role. Make any changes needed.|
- Select the Add New Role button.
- Create a role name, select the checkbox if cloning an existing role, and then select OK.
- Open Account Roles, select the new role and make any needed permission changes.
- Go to the user page (Account > Company Information > Users) to add users to the role. Existing users will need to log out before the new roles will take effect.
Delete a role
You delete any role found under Account Roles.
- Reassign or remove all users from the role.
- Select the role, select Delete Role, and then select OK.
Note: The Delete Roles button will not be available if there are users assigned to that role.
You cannot change any user information, but you can move users between roles if you have permission (account management - move users). You can move one user or multiple users from the same role.
Note: You cannot change a user's role with an assigned cost center. You must first remove the cost center, change the role, then reassign the cost center to the user.
- Choose from the two options available.
- For multiple users, select the box next to their names, and then select the Move button.
- For a single user, select the ellipsis icon for that user, and then select the Move button.
- Select the new role from the list, and then select OK.
Note: The default roles are listed before the account roles.