Preset Roles
The following tables provide an overview of the abilities associated with each preset role.
Customers
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
Systems
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
Users
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
App Users
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
Panels
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Update |
|
|
|
|
|
|
|
Program |
|
|
|
|
|
|
|
Reports
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Create |
|
|
|
|
|
|
|
Video Devices
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Test |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
Video Verification
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Verify |
|
|
|
|
|
|
|
Dealer Dashboard
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Dealer Settings
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
Invoices
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Download |
|
|
|
|
|
|
|
Reset Passwords (All)
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Reset |
|
|
|
|
|
|
|
Reset Passwords (Self and app users)
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
Reset |
|
|
|
|
|
|
|
Service Requests
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View |
|
|
|
|
|
|
|
Close |
|
|
|
|
|
|
|
Add |
|
|
|
|
|
|
|
Edit |
|
|
|
|
|
|
|
Delete |
|
|
|
|
|
|
|
*Technicians can only view and close service requests in the Tech APP.
Mobile Credentials
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View, Issue, Purchase |
|
|
|
|
|
|
|
System Status
Administrator | Operator | Sales Person | Sales Manager | Video Verifier | Technician | Accountant | |
|---|---|---|---|---|---|---|---|
View and Manage |
|
|
|
|
|
|
|