Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have a user capability and a team permission to access data in the system.

System Access is what denotes the capabilities any given user will have access to and be able to utilise in Consultation Manager.  The majority of users will have the system access role of Standard User.  Enterprise Administrators will have access to and visibility over ALL data in the system.

Enterprise AdministratorStandard User
Whole System Visibility
Import Data

Batch Update Data

Manage Projects

Manage Users

Manage Classifications

Report Creation
Report Generation

Team Access is what denotes the permissions that each User will have when it comes to accessing Projects and data. For maximum security of your Projects and data, each individual User must be allocated to a Team assigned to your Project/s.  This Team role is what governs what users can do in the Project/s – Create records, modify records, delete records etc. 

Team LeaderEditorContributorViewer
Manage Team