What are the roles in Conpulse?
The users in Conpulse can have three roles. They can be company administrators, managers, and partners.
- Company administrator:
The admin is the user with the most privileges. The administrator is responsible for:
- Configuring Conpulse for the company;
- Managing the users;
- Managing the subscription;
- Manage Clients (it can add, edit or delete any client)
- Manage Projects (it can add, edit or delete any project)
- Manager:
The manager role has fewer privileges than the admin. It can
- Manage Clients: (It can add, edit and delete its own clients. It can see clients from the partners. It needs approval from the admin to add clients)
- Manage Projects (It can add, edit and delete its own projects. It can see projects from the partners)
- See all reports
- Send surveys
- Partner:
- Manage Clients: (It can add, edit and delete its own clients. It needs approval from the admin to add clients)
- Manage Projects (It can add, edit and delete its own projects.)
- See all reports
- Send surveys
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