CommBiz User roles and permissions are assigned to control and manage what Users can see and do on a CommBiz Service.
When a CommBiz Service is established, Administrators are appointed to manage how Users operate on the Service.
The Administrator of the Service can create more Users and assign them roles to suit their needs.
Users can be assigned multiple roles and accesses to a Service. There are 3 types of roles an Administrator can assign to a User:
- CommBiz Defined Roles – these are standard permissions that give general access to the Service and accounts
- User Defined Roles – permissions and accesses that can be assigned to a group of people
- Custom Permissions – specific permissions and accesses unique to each User
There are some permissions where an Administrator will need to submit a Maintenance Request. Forms may generate and will need to be signed, by account owners, and returned to us to before we can give that permission to the User. Those permissions are:
- Service Delegate; and
- Card Administrator
When creating a new User, the Administrators can choose to copy the permissions of an existing CommBiz User (if one exists).