Access Levels

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

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.

  • 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.