Video
Directions
In Owlytica, you have the flexibility to create multiple roles to suit your needs. These roles can then be assigned to different team members who require access to the Teams Portal.
To access the Role Manager:
- Click on Settings > Account Setup > Role Manager in the top navigation.
- Click the New Role button.
- From there, you can specify access levels for each module of the platform. This granular control allows you to grant permissions only where necessary, enhancing security and facilitating change management.
It’s important to note that some permissions are interdependent. For example, granting Quotes permissions requires access to Companies, as the Quotes feature is nested within the Company feature.
By default if a role is given permission to access an area such as Companies, they will see all Companies.
Note that the Sales Rep and Support Partner roles are special use cases where these users can be assigned to certain features in the system. In this case the user would only see the companies, assets etc. assigned to them.
- Once you’ve decided on the appropriate permissions for this role click Save.
Team Member Creation
You can create new team members and assign them the new role by:
- Navigating to Settings > Account Setup > Team.
- Click the Add Team Member button.
- Then, when you’re adding a new member, you can assign them the role you’ve just created from the Role dropdown menu.