Users and Permissions

Overview on available user types and permissions

A user in the application requires two elements in order to perform actions, a role and a permission. The role (or view) controls what a user can see when they log into the application. The permission controls what a user can do in the application. Users can have multiple roles and multiple permissions, but at minimum must have one of each.

As a general rule, a user should only have access (based on their role) to the sections of the application unless given permission to create or edit (based on their permission). In most cases, MSP administrators are responsible for creating user accounts and setting permissions, and at times, the client and supplier administrators can also be given the option to modify these permissions to a limited extent. It is also possible to create user accounts via a data feed. For more information about creating accounts with a feed, contact your program representative.

In the MSP model, an administrator defines the workflow, and assigns the required tasks to complete each of the workflows. A client manager could have permission to manage elements of the workflow, however, often the business requirement is for an engagement to be filled quickly, so the MSP can intervene of necessary.

Note: An MSP can be assigned to multiple client organizations. In this case, when performing any task that an MSP is responsible for in the application, the MSP must select the appropriate client organization first. Use the Client drop down next to your user name to select the appropriate client.

If there are multiple client organizations associated to an MSP user, select 'All Clients'. This displays all client organizations managed by the MSP.