User Roles Explained [01-0104]
CertSuite allows Account Managers to assign different roles to different users on the account. This can be really helpful for managing large teams, and big contracts: but it is equally useful to small companies and 'sole traders'.
Here are the roles, explained:
- Account Manager: can manage other users' accounts, and assign roles to them; customize company colours, logos, etc.; manage subscriptions (i.e. licences, payments and invoices). Account Managers can also create and edit jobs, and view reports. There can be more than one Account Manager on an account.
- Address Manager: can manage and edit the contacts list; can also create jobs, edit jobs in their ‘Current Jobs’ list, and view reports.
- Certificate Sign Off: can view, print and add signatures to reports and certificates; can create jobs, and edit jobs at any stage of the approval process. Note that unless a user has the 'sign off' role, their reports/certificates will display a 'DRAFT' watermark, and 'DRAFT' will also display in the signature boxes.
- User: can edit the jobs in their 'Current Jobs' list, and view reports.
- Viewer Only: can view reports and certificates, but cannot edit jobs; this role overrides any other roles that may have been given.
By default, the user who initially created an account has the Account Manager, Address Manager and Certificate Sign Off roles. All other users start in the 'User' role, until they are given other roles.
If you have any questions or feedback - just email us at: software@megger.com
[Article 01-0104-01]