Users can be assigned different access levels, giving them access to specific features in the portal.
-
- Administrator: This role grants the User access to all Work Areas and Locations. The ability to add/remove Users, post/deactivate Ops, accept Bids, and dispute, adjust, and rate Operators. They will also have visibility to the Billing information.
- User: Will only have access to the Work Areas and Locations assigned to them. They’ll also be able to post/deactivate Ops, accept Bids, and dispute, adjust and rate Operators within their assigned Work Areas and Locations. They will not have visibility to the Billing tab.
- Viewer: These Users will only have visibility to the Ops posted and Operators Accepted to an Op. They will not be able to complete any posting or Bid related actions. They also won’t have access to the Billing tab.
- Billing Contact: This will be the User(s) that will be set as the Invoice Contact. Multiple Billing Contacts can be set up to receive the invoices. Administrators will be able to set themselves or any other User they have invited to the portal as a Billing Contact, regardless of their role. Or they can invite them from the Users & Team tab and not assign them a role. However, in order for the Billing Contact to access the rest of the portal, they will need to also be assigned one of the User Roles above (Administrator, User, or Viewer).
Comments
0 comments
Please sign in to leave a comment.