User Types and Permissions
From SchemeServe Wiki
User Types and Permissions
User Types
There are two types of user in Schemeserve - PowerUsers and Administrators.
PowerUsers - would generally be general broking and support staff, possibly outside of a managerial position and who do not have any control over the set up and maintenance of Schemeserve.
Administrators - These would normally be senior management and IT staff who have direct control over the basic set up of Schemeserve.
The number of Administrators should be limited as much as possible as changes which are made by mistake can be difficult to reverse and in some instances will be live on the system instantly.
To Create a new User firstly log into Schemeserve (you will need to be an Administrator yourself)
Select My Company
Select Manage Users for My Company
Click on the Add New button
Complete the details as necessary
Click on Save Changes
Your changes will now be saved and an e mail will be generated to the specified address for verification by the User.
To Amend a Users details firstly log into Schemeserve (you will need to be an Administrator yourself)
Select My Company
Select Manage Users for My Company
Find the User required from the list and click on the Edit icon
Click on the Permissions drop down and change as necessary
Click on Save Changes
Your changes will now be saved.
Permissions
The User level selected will control the access that the specified user has within Schemeserve.
Administrators will have access to all areas of Schemeserve including the main Admin tab. This is the area in which Schemes are created and maintained, Question Sets created, Insurer Rates and commissions created together with a whole host of other functions including the Rules Builder.
PowerUsers - will NOT have access to the Admin tab at all but there are also other restrictions that will apply.
The User will also not be able to ;
Switch an Agent on the main Case record.
View the tabs on the Agent screen for Agreements, Assignments, White Label and Commission and Fees (this restriction will apply in a future release of Schemeserve)
Delete a Case record of any kind.
Add or Delete documents to Useful Documents.
Edit the Homepage.
Edit any subsequent Homepages that you may have that are linked to your Schemes and Get Quote.
