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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. 


Here are the different roles that you can assign to company members. 

Role Description 

The Admin or Administrator role has overall administrative rights on the MSPbots app.

This role does not

Admins can perform operations and edit settings within the app but do not necessarily 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. 

UserThe User is the default role for MSPbots users
and gives access to basic apps and assets
. This role has full read permission for the basic assets and features within the MSPbots app. This role cannot edit settings and perform operations reserved for Admins

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.

Users with the Financial role can assign the financial role to other users.

Dashboard Only
Users with the
The Dashboard Only role
have access to dashboard assets only
only gives access to specific dashboards within the Assets Scope set in Role Management
Attendance Only
Users with the
The Attendance Only role
only gives access to
the Attendance Manager app only
specific Attendance Manager assets and dashboards within the Assets Scope set in Role Management. 
NextTicket OnlyThe NextTIcket Only role gives users access to their next ticket in the NextTicket portal
Peer GroupThe Peer Group role has access to specific KPIs and benchmarking assets for peer groups.
N-able BenchmarkingThe N-able Benchmarking role has access to the N-able Benchmarking
app and
related assets only.
Billing 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. Please refer to Read 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: 

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