Understanding Staff Roles
Staff Roles in Clientexec allow you to assign how much access in the admin area each member of your staff has.
To view, edit and create new staff roles navigate to Settings > Users > Staff Management.
Now, lets take a look at the existing Staff Roles:
Super Admin - Staff members of this role have full access to the Clientexec admin area.
Support Staff - Support staff can assist with Client supports. They can view Customer Data, Customer List, View Packages, Send Emails to Customers, Add and Manage Customer Notes, Change Customer Payment Method, View Customer Emails, View and Manage most customer Domain settings, View and manage Support tickets assigned to departments they have access too, View and add articles to the Knowledgebase, and View list of Reports.
Billing - Billing Staff can view and edit Customer Profiles and Packages, View and Manage most customer Domain settings, View and manage Support tickets assigned to departments they have access too, and View list of Reports.
Support Manager - Support Manager staff can view and edit Customer Profiles and Packages, View and Manage most customer Domain settings, View and manage all Support tickets departments, View and add articles to the Knowledgebase, and View list of Reports.
You can of course modify the permissions in the pre-existing Staff roles.
To view, edit and create new staff roles navigate to Settings > Users > Staff Management.
Now, lets take a look at the existing Staff Roles:
Super Admin - Staff members of this role have full access to the Clientexec admin area.
Support Staff - Support staff can assist with Client supports. They can view Customer Data, Customer List, View Packages, Send Emails to Customers, Add and Manage Customer Notes, Change Customer Payment Method, View Customer Emails, View and Manage most customer Domain settings, View and manage Support tickets assigned to departments they have access too, View and add articles to the Knowledgebase, and View list of Reports.
Billing - Billing Staff can view and edit Customer Profiles and Packages, View and Manage most customer Domain settings, View and manage Support tickets assigned to departments they have access too, and View list of Reports.
Support Manager - Support Manager staff can view and edit Customer Profiles and Packages, View and Manage most customer Domain settings, View and manage all Support tickets departments, View and add articles to the Knowledgebase, and View list of Reports.
You can of course modify the permissions in the pre-existing Staff roles.
Updated on: 17/03/2023
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