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. Each account is required to have at least one Root Requestor Admin at all times.
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.
Note: This means it is not possible to hide Billing information from the Root Requestor Admin.
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.