Roles and Permissions in MSP Process

Roles:

There are two Roles in MSP Process - Admin, and Technician. By default, users who are invited to the platform are given the Admin role. Here are the differences between the two Roles:

The Admin Role...

The Technician Role....

has full access to all menus in MSP Process, and can create/edit/delete anything within the platform
can invite other users into the platform

has full access to all menus in MSP Process (with one notable exception, below), and can create/edit/delete anything with the menus they can access
cannot see or access the Portal Settings menu
cannot invite other users into the platform

The goal behind preventing the Technican role from accessing the Portal Settings menu is to prevent them from accessing Billing-related items, such as the credit card that is to be used, and the details of the subscription plan that you have with MSP Process.

Permissions:

There are two permissions that can be applied to any User in MSP Process, regardless of what Role (Admin or Technician) they have been assigned:

The Use MFA option forces that user to setup MFA
The Allow Access to UI option offers you two choices:
- If Disabled, the user can only login to the ConnectWise/Halo/Autotask pod, and cannot login to the main https://app.mspprocess.com website
- If Enabled, the user can login to both the ConnectWise/Halo/Autotask pod and the main https://app.mspprocess.com website

Editing The Roles/Permissions of a User:

To edit a user's Role, or the Permissions assigned to that user, navigate to the Teams -> Users page, and then click the pencil icon for that user:

You'll then be presented with a screen that will allow you to edit that user's Roles and Permissions: