Customizing User Permissions
As an administrator, you can customize roles and permissions for different users within your company:
Navigate to the Users tab after logging into your Customer Portal.
Select the Users list and click on the user you wish to edit.
Click the Edit button, where you will see options to assign or modify permissions by checking or unchecking boxes as needed.
Existing Roles
Your Intergiro business account comes with a set of ready-made roles:
Admin
Account user
Access to others' individual questionnaires
Access initial application form
Access individual questionnaire
Access corporate questionnaire
Cardholder
Director
Verification info provider
You can check each role to view the set of permissions it allows.
Creating Custom Roles
While it is possible to create entirely new permission roles, we recommend first reviewing the existing roles to fully understand their functionalities. If a new role is necessary, proceed with its creation while ensuring it meets your specific needs.
Understanding User Roles
Admin vs. Account User: Admin users have comprehensive access and control over the account settings and user permissions. In contrast, Account Users possess only those permissions specifically assigned to them by an Admin.
Adding More Admins: Any existing Admin can grant admin roles to other users, enhancing flexibility in managing account responsibilities. There is no limit to the number of users who can hold Admin permissions.
Role Modifications and Additions
Changing a User’s Role: Only Admins have the privilege to alter another user's role.
Adding a Bookkeeper: To add your bookkeeper or another professional to your account, simply invite them as a new user and assign appropriate roles and permissions tailored to their responsibilities.
By effectively managing user roles and permissions, you can ensure that each member of your team has the access they need to perform their tasks efficiently while maintaining the security and integrity of your account information.
For further assistance, our support team is available via chat or email to address any specific queries or issues.