Role Based Tutorials

Summary

This article outlines common roles in EngageIP and tasks typically performed by those roles. Links to training content for roles and how to configure roles in EngageIP can be found below.

Role Training

Admin / Network Operations Manager

The admin role is one that encompasses all permissions in the system. The users with this level of access would be ones involved with the configuration of the system, setup, editing of packages and services and other tasks mostly relating to the setup tab.

Role Based Tutorials – Admin

Customer Support Rep / Customer Support Manager

Customer support representative roles involve employees directly related to customer interaction / satisfaction and day to day management of end customer accounts. They would have permissions for updating customer contact information, changing passwords, adding, removing packages and sending invoices.

Role Based Tutorials – Customer Support / Customer Support Manager

Accounting Personnel

Accounting personnel permissions are centered around financial information tasks within EngageIP. These include access to owner reports, access to invoices for reconciliation and the ability to export data. This role should have an overall knowledge of the customer support role as well.

Importing Roles and Sample Role Configurations

For sample role templates that can be imported or used as a guideline, see the Role Configuration article.