At the account level, there are Admin-, Leader-, and Account-Level Staff users. Account-Level users are individuals who dynamically have access to view all Clients or Companies in a Qvinci account. Refer to Create Client Level Users to create users at the Client or Company level.
Qvinci allows for multiple user access levels. Users can have account-wide access or be limited to a single entity. They might require managerial access rights or perhaps only need report viewing access. Some users need the ability to create and publish reports while others should be able to help administrate the layout of the account itself. There are a vast array of user roles and capabilities in Qvinci to accommodate your desired hierarchy.
Create Account-Level Users
Only the Admin may create Leaders. Both the Admin and Leaders may create Account Staff. These account-level users are set for global access viewing. This means that they can see and report upon all Client Companies and Entities that are created in the account. Leaders have administrative and managerial privileges as well. View the User Roles and Permissions article for further details.
Step 1. Visit the Manage > Account Permissions menu.
Step 2. From the dropdown at the top of the screen select the permission level on which to create the user.
Step 3. Click the "Add User" button on the right side of the screen.
Step 4. If the user already exists as a lower-level user, checkmark their name and "Select," otherwise click the "Invite User" button to add a new user.
Step 5. Enter the first name, last name, and email of the new user and click "Invite."
Step 6. Click the "Select" button to save the user at the role level.
Step 7. When the user appears on the Account Permissions page, they have been set up with account-wide access.
Step 8. Qvinci automatically emails invitations to new users and prompts them to set a password, otherwise existing users receive a notification of the new user role they are assigned to.
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