User/Client Management

User/Client Management

FAQ - User/Client Management

Roles

Roles are used to control the access of Agents and Business Unit Admin.
  1. Click on Administration.
  2. Click on Roles.
  3. Click on the plus sign (+) next to the header Roles.
  4. Click into the Role name field and name your Role.
  5. Choose Role Association from the drop down menu.
  6. Choose a Business Unit from the drop down menu for this role to be associated with
  7. Choose which Data profiles the agent has access to from the drop down menu.
  8. Select a Report Cover​ the agent has access to from the list.
  9. Select which Report Scheduler​ access the Role will have mapped to it.
  10. Click Save changes and you are done!

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