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

can use the features and capabilities setup by the Admin, but cannot Add, Edit or Delete anything
Does not have access to the following menus:
- Integrations or Account Settings
- Messaging -> Opt-in Settings
- Messaging -> Configurations
- Ticketing -> Company Mapping
- Ticketing -> Ticket Templates
- Verification -> Verification Settings
cannot invite other users into the platform

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: