In Agentcis, there are various designations. There are Super Admin, Admin, Manager, Accountant, Counsellor and Operator. These are the standard roles provided by the system and each role has a set of permissions given to them so as to control the access within your offices and employees. Here, we have listed down the permissions that each role has.
Super Admin: Super Admin of Tenant | No. of Permissions: 143
Admin: Admin of the Tenant | No. of Permissions: 88
Manager: Agent of the Tenant | No. of Permissions: 74
Accountant: Financial Controller | No. of Permissions: 48
Counsellor: Client service consultant | No. of Permissions: 36
Operator: Operator of the Tenant | No. of Permissions: 71
Note: Customs roles can be created with respective permissions in the Premium Plan.
Note: You can edit the permission for the default roles/custom roles at any time.
Make sure you have the following permission to do so:
To add or edit the permissions, follow the following steps:
Step 1: Select Teams from the side navigation bar.
Step 2: Select Roles.
You will see a list of Roles and their Permissions.
Step 3: Click on the three dot icon on the right and select 'Edit' to view and edit permissions for a particular role.
Note: Our system has set permissions for various roles, which may vary based on your office's roles and responsibilities. You can edit the permission for the default roles/custom roles at any time.
Step 4: Check mark on the checkbox according to the roles and their permissions that you want to set.
