What's the difference between the different User Groups i.e. Permissions?

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Permanently deleted user

05 June 2011 19:27

I'm trying to figure our the differences between the different types of user, e.g. PowerUsers, Adminstrators etc., can someone help me guys?

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  Adam Bishop 05 June 2011 19:30

  User Types & Permissions

  There are three Types of user in Schemeserve, Administrators, PowerUsers and Users...

  
  Administrators

  Administrators would normally be senior management and IT staff who have direct control over the basic set up of Schemeserve.

  Administrator users have access to all areas of SchemeServe. This includes the main Admin tab and many other of the most powerful features. 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.

  The number of Administrators should therefore be limited to an absolute minimum as changes which are made by mistake or for malicious reasons might be difficult to reverse and in some instances may be live on the system instantly.

  
  PowerUsers

  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.

  PowerUsers have all the powers of Administrators with the following exceptions:

  1. PowerUsers do not have access to the Admin tab.
  2. PowerUsers may not use the Switch feature.
  3. PowerUsers may not delete Cases, CaseRecords, Clients or Agents.
  4. PowerUsers may not Add or Delete documents on the Useful Documents page.

  
  Users

  Standard 'Users' have all the same powers as PowerUser accounts with the exception that they cannot view the Claims or Reports tabs.

   

  Granular Permissions on Reports and Schemes

  In addition to the main 3 user groups there are some permissions that are set at a per-user level, in the Reports and Schemes areas. This means that access to cases for a scheme can be limited in Admin > Schemes to a specific subset of users, regardless of their User Type. Similarly, when creating reports, you may give access to those reports to specific subsets of PowerUsers or Administrators, regardless of their User Type.

   

  Referral Authority Levels

  When creating or modifying an internal staff user account, you will be given the option to set a Referral Authority, which is a number between 1 and 10.

  When setting up your referral rules in the Rules Builder, your scheme administrator will have had to choose a level of severity between 1 and 10 for each rule. This number is assigned to any referrals later generated via that rule.

  Setting a user to have Referral Authority of 10 will mean they can clear referrals of severity 10 and below. Setting their Referral Authority to 2 would mean they can clear referrals of severity 2 and 1 and so on.

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