Administrator User

Modified on: Thu, 10 Aug, 2023 at 10:46 AM


If you have a multi-level portal then you will see two different levels of Administrator. Each Admin is the owner of their house, but the Enterprise Admin can access and perform some actions on the sub-levels portals. 


Type of Administrators


Enterprise

The Admin of the multi-level portal. Under their Head Office portal, they have sub-levels that have their own client's Vaults. This individual manages all users on the Head Office portal and has access to all the Dynamic Document Distribution and Dynamic Checklists tools. This role can add/edit/ delete other Admins and Reps, assign which client Vaults a Rep can access, and manage the Corporate Vault. The VaultHolder cannot remove them, but they can give them access to their 'Personal Taxonomy' as a Trusted Advisor. By default, Admins do not have an individual Vault, but they need to have an account in the system.


Professional

An individual who manages all users and has access to all the Dynamic Document Distribution and Dynamic Checklists tools. This role can add/edit/delete other Admins and Reps, assign which client Vaults a Rep can access, and manage the Corporate Vault. The VaultHolder cannot remove them, but they can give them access to their 'Personal Taxonomy' as a Trusted Advisor. By default, Admins cannot have a personal Vault under the same portal; However, if they are part of a multi-level system, they can have a Vault on the Head Office portal.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.