Roles and Permissions in MSP Process - Triggr University

Roles:

There are two Roles in MSP Process - Admin, and Technician. By default, users who are invited to the platform are given the Technician 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 be assigned new Live Chats and new Client Portal chats	- 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 - cannot be assigned new Live Chats or new Client Portal chats

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 in the Actions column 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: