eProcessify has four user roles with its defined access level to maintain security and transparency in the workflow.
There are four user roles on eProcessify having different levels of access and authority. We have defined the access level, keeping in the note sensitivity of data in the system. The following are the roles available on the platform :
Owner
Manager
Member
Guest
The detailed table below outlines the access level of each role.
Function
Owner
Manager
Member
Guest
Login
Yes
Yes
Yes
Yes
Archive Template
Yes
Yes
No
No
Invite Team Member
Yes
Yes
No
No
Import Clients
Yes
Yes
No
No
Assign Members To Checklist
Yes
Yes
No
No
Configure Email
Yes
Yes
Yes
No
Settings
Yes
No
No
No
Add Labels
Yes
Yes
Yes
No
Add Notes/Comments
Yes
Yes
Yes
Yes
Create A Company
Yes
Yes
Yes
No
Edit Company
Yes
Yes
Yes
No
Delete Company
Yes
Yes
No
No
Create A Checklist
Yes
Yes
No
No
Change Task Status In Checklist
Yes
Yes
Yes
No
Upload Attachment
Yes
Yes
Yes
Yes
View Attachment
Yes
Yes
Yes
Yes
Delete Attachment
Yes
Yes
No
No
Password Update
Yes
Yes
Yes
No
Add Password
Yes
Yes
Yes
No
Owner
The owner has access to all the modules of the platform. eProcessify ensures the owner at no level loses control over the task.
The owner has access to all the modules.
The owner only manages all passwords.
The owner can invite managers, members, guests to the platform.
Only the owner can delete a company.
Manager
The owner invites a manager on eProcessify with a set of access levels.
The manager can invite members and guests.
Import client list to the platform
Manager can create a checklist and assign to a member
Member
The owner and manager can invite a member to use the platform, with access level limited to working on the assigned task.
A member can configure client email, add labels, and add comments to the task.
Members can create and edit a company but can't delete it.
Members can update the task's status as in-progress, awaiting a reply, completed, and much more.
Members can view all attachments concerning the company.
Member can delete only those attachment which he has uploaded.
Guest
A guest can be an auditor or a representative of any company added on eProcessify for a limited period and a specific task. Minimal access level has been provided to a guest.
Add notes, labels, comments, and attachments to the allocated task.