Admin
- What does the 'manage users' link do?
- The manage users section allows you to add users to the system. This is the place where the reporting structure is created and roles are assigned. It is important to make a "reports to" structure that will allow managers to see customer information maintained by subordinates. Users are typically employees in your company who interact with your clients or customers. Outside users can also be granted permission to do specific tasks. It is VERY important that one user always have an Admin role to manage the system.
- My employee is on leave. can I limit his access?
- Yes. The easiest way to limit access to an employee on leave is to construct a special role that permits very limited access and assign it to them. When they return the original role can be restored.
-
- What is a Portal Role?
- Portal roles give non-employees limited access to review account data such as outstanding customer service tickets.