User roles

Use roles and permissions are easily customizable and maintained.

A short video is available.

The article includes the following: 

• Manage roles
• Roles and users
• Permissions
• Create a new role
• Delete a role
• Move a user (change roles)

Manage roles 

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.

Default roles

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.

Group	Description
Account administrator	An administrative role for people who will be overseeing your ConnectivityPro account, which includes: Creating and maintaining users Managing activation profiles Parent/child account management if eligible Invoice and contract information
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.

 

Account roles

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.

 

Permissions

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.

Checkbox	Description
	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 can either create the new user role on your own or clone an existing one. The new role will appear under Account Roles. 

Role type	Description
New	The permission groups will have no selections, customize as needed.
Clone	The permissions will match the cloned role. Make any changes needed.

1. Select the Add New Role button.
   
2. Create a role name, select the checkbox if cloning an existing role, and then select OK.
   
3. Open Account Roles, select the new role and make any needed permission changes.
   
4. 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 take effect.

 

Delete a role

You delete any role found under Account Roles.

1. Reassign or remove all users from the role.
2. Select the role, select Delete Role, and then select OK.
   Note: The Delete Roles button will not be available if users are assigned to that role.
   
   

 

Move a user

Quick Links > Manage Roles

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 the role from the user listing (Account > Company Information > Users).

You cannot change a user's role with an assigned cost center. You must remove the cost center, change the role, then reassign the cost center to the user.

1. Choose from the two options available.
   1. For multiple users, select the box next to their names and then select the Move button.
      
   2. For a single user, select the ellipsis icon for that user, and then select the Move button.
      
2. Select the new role from the list, and then select OK.
   Note: The default roles are listed before the account roles.