You must be assigned a role before you can start using MSPbots and its apps, dashboards, features, and some settings. Roles give users access to data and settings that are useful to them and ensure the privacy and security of confidential information.
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Here are the different roles that you can assign to company members.
| Role | Description |
|---|
| Admin | The Admin or Administrator role has overall administrative rights on the MSPbots app. |
Admins can perform operations and edit settings within the app but do not necessarily | This role does not have access to financial assets |
. Admins are in charge of assigning roles to other users. The admin is the only role that can add and modify integrations |
| User | The User is the default role for MSPbots users |
. This role has full read permission for the basic assets features within the MSPbots app. This role cannot edit settings and perform operations reserved for Admins. and | gives access to basic apps and assets. |
| Financial | The Financial role gives MSPbots users access to accounting mapping, financial assets, and widgets and dashboards on financials. |
This role is assigned to users whose accounting software, like Xero and Quickbooks, is integrated with the MSPbots app. | |
| Dashboard Only | Users with the |
Financial role can assign the financial role to other users.The Dashboard Only role only gives access to specific dashboards within the Assets Scope set in Role Management| role have access to dashboard assets only. |
| Attendance Only |
The | Users with the Attendance Only role |
only gives specific Attendance Manager assets and dashboards within the Assets Scope set in Role Management. NextTicket Only | The NextTIcket Only role gives users access to their next ticket in the NextTicket portal| the Attendance Manager app only. |
| Peer Group | The Peer Group role has access to specific KPIs and benchmarking assets for peer groups. |
| N-able Benchmarking | The N-able Benchmarking role has access to the N-able Benchmarking |
app | App and its related assets |
onlyBilling Only The Billing Only role can view all dashboards and access the billing page. | Role assignment is done in the User Management section of the MSPbots app. Read Please refer to the article User Management for help with assigning roles. Refer to MSPbots Pricing List for the pricing that may be associated with these roles.
Related Topics:
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| showSpace | false |
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| excludeCurrent | true |
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| cql | label = "roles" |
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