Advanced Automation roles

Advanced Automation includes a number of roles, which can be assigned to your users as required.

When you activate Advanced Automation (as described in Activating Advanced Automation), all your existing users are automatically granted access to the functionality in Advanced Automation. During the account creation process, you can assign the relevant role to each user. Note that, by default, management portal administrators are granted the Administrator role, and read-only administrators are granted the Engineer role.

To update the role at a later date, go to Company management > Users, select the relevant user, and in the Services tab, update the role. In the same tab, you can also disable the Advanced Automation functionality for that specific user.

The table below describes each of the available roles, and the rights assigned to each role within Advanced Automation:

Role	Description
Engineer	The default role applied to all users. Includes access to the Service desk and Project management modules plus time tracking functionality. This role also includes limited access to customer details and their end users.
HR	Includes limited access to the Service desk, Project management, Reports and Time management modules.
Finance	Includes access to the CRM, Sales and billing, Service desk, Project management, plus time tracking functionality. This role also includes limited access to client's financial statistics and no access to company reports.
Sales	Includes access to the CRM, Sales, Service desk, and Project management modules, plus time tracking functionality. This role also includes limited access to invoices data and no access to company reports.
Group manager	Includes access to the CRM, Service desk, and Project management. This role also includes full access to client's financial statistics, company reports, and Time management functionality, as well as limited access to the Sales module.
Finance manager	Includes access to the CRM, Sales and billing, Service desk, and Project management modules. This role also includes full access to client's financial statistics and company reports, and Time management functionality.
Director	Includes access to all modules but without the capability to manage global company settings.
Administrator	Full access rights and the capability to manage global company settings for the Service desk, Billing and Invoicing.
The following roles are available for your customer's users (select the relevant customer, and then go to Company management > Users). When users are first added, their status is Inactive and an invitation email is sent to the user. You can activate or deactivate their access to Advanced Automation at any time.
Client	Includes access to the Service desk module (limited to within a customer's organization).
Client manager	Includes access to the Service desk, Invoices, and Reports modules (limited to within a customer's organization).