Follow

Requestor Roles Explained

Client accounts, also called requestor accounts, have 3 kinds of users:

Root Requestor Administrator - the first person invited to a requestor account is automatically the Root Requestor Admin. This user can't be deleted, but can be swapped to another admin.

Root Requestor Administrators can:

  • add or remove admin privileges from others
  • invite other admins/users
  • deactivate admins/users
  • make appointments and calls

Permissions cannot be adjusted for Root Administrators. If you need to swap Root status to another user, ask your account manager.

 

Default Administrator - is one step below Root Requestor Admins regarding privileges.

Default Administrators can:

  • add or remove admin privileges from others
  • invite users
  • deactivate users 
  • make appointments and calls

Admin privileges can be adjusted by using Custom Roles.

 

Requestor - has limited permissions primarily focused on interpretation services.

Users can:

  • make appointments and calls
  • cannot see call logs or appointments

Requestor privileges can not be adjusted.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk