Page History

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• Administrator – this role has unlimited rights and access permissions in the system;

• Monitoring – this role has basic access permissions to work in the system that include , including viewing clients client lists and summary reports, work with Factors Watcher, etc. However, the role doesn't stipulate for access to technical settings and some statistic statistical info that is only available to the Administrator;   

• Resellers – this role has advanced access permissions for a complete work with the clientscomplete client management. User with this role also doesn't have access to technical settings and some statistic statistical info that is only available to the Administrator (use this role when adding a Reseller or Agent user).

• API - Client Portal - this role has been created to simplify userusers' s access to Client Portal and has next to none no permissions for work inside JeraSoft Billing.   

Screenshot: Roles section

Adding a New Role

To add a new role, click the Click the New Role  button on the toolbar to add a new role. A pop-up window with role settings will appear, where you need to enter to enter the name, choose the default module, and select respective access rights in the Entries table. The Default Module field specifies a default section that will be displayed when you log in to the system.

Note that a created user can assign the role with respective permissions. Therefore, if the user has access to create roles, he can assign the role with permission similar to his own or less.

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