Users & Permissions
      Back to home
      1. Consultation Manager Helpdesk
      2. Enterprise Administration
      3. Users & Permissions

      User Permissions

      Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have user capability and team permission to access data in the system.

      System Access (Capability)

      System Access defines the range of capabilities available to each user within Consultation Manager. Most users will typically hold the role of Standard User, while Enterprise Administrators possess comprehensive access and visibility over ALL data within the system.

        Enterprise Administrator Standard User
      Add & Manage System Records (Projects, Teams & Users) Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...  
      Add & Manage Classifications Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...  
      Record Management Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...

       

      Enterprise Administrators are Users with extensive permissions within the system. It is advisable to limit this role to a select few Users in each system to maintain security and oversight.

      Standard Users are permitted to log in to the system and utilize fundamental capabilities, including reporting and searching functionalities, among others.

      Team Role

      The Team Role defines the permissions assigned to each User regarding access to Projects and data. To ensure the utmost security of your Projects and data, it is essential that every individual User is assigned to a Team that corresponds to your Project/s.

      This Team Role determines the actions Users can perform within the Project/s, such as creating, modifying, or deleting records.

       

        Team Leader Editor and Comms Manager Editor and Comms Contributor Editor Contributor Viewer
      Manage Projects Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Add Users Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Manage Team Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Send Comms Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...        
      Create Comms Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...      
      Import Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Batch Update records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Restore Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...          
      Delete Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...    
      Relate/Un relate Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...  
      Modify Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...  
      Create Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...  
      View Records Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ... Check Mark Tick Stock Illustrations – 78,971 Check Mark Tick ...

       

      Team Leaders hold the highest level of access within the Team, enabling them to oversee their team effectively. They possess the capability to manage large volumes of data simultaneously and have the authority to add new Users to their Projects.

      Editor and Comms Manager role encompasses all the functionalities of the Editor role, with the added capability to create and send communications.

      Editor and Comms Contributor role encompasses all the capabilities of the Editor role, with the added ability to create communications. However, it is important to note that this role does not have the permission to send communications which also includes test comms.

      Editor role represents the most frequently assigned access level, enabling Users to view, create, and modify any records to which they have been granted access.

      Contributors have the ability to view and create data within the system. They are permitted to modify only the records they have created themselves, ensuring that they cannot alter any other records. This level of access is designed to facilitate data visibility while maintaining the integrity of existing information.

      Viewers are permitted to access and view records within the Projects to which they have been granted access. They do not possess the ability to create or modify any records; however, they are allowed to generate and download reports based on the data available to them.

      NOTE: Should a User have access to two teams associated with the same Project, differing Team Access levels will result in their capabilities defaulting to the highest level of access granted.