Access Levels

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 :

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
Password Extension	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.

Manager

Member

The owner and manager can invite a member to use the platform, with access level limited to working on the assigned task.

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.