Each client representative can be assigned an access level, which dictates the privileges which they have with the client account to which they are associated.
Only the Security Administrator or Alternate Security Administrator is authorized to add new client representative, remove existing representatives, or modify the privileges of an existing representative. If your Security Administrator and Alternate Security Administrator are temporarily or permanently unavailable, see Delegating a Security Administrator for more information.
In this section, we will detail each of the roles that can be assigned to a client representative, and the privileges associated therewith.
Security Administrator
The Security Administrator is the primary person responsible for controlling access to your account. The Security Administrator may:
Delegate a new or replacement Alternate Security Administrator
Delegate someone else to be the Security Administrator, and may at that time optionally delegate themselves as the Alternate security Administrator
Perform any other functions or access any other information delegated to any other roles
Alternate Security Administrator
The Alternate Security Administrator is intended to serve as a backup in the event that the Security Administrator is unavailable. The Alternate Security Administrator may: perform any functions delegated to the Security Administrator, except that they may not directly make new Security Administrator delegations. See Delegating a New Security Administrator for more information.
IT Manager
The IT Manager role has the authority and responsibility for the general management of the account. The IT manager may:
Request and approve changes to an organizations IT infrastructure
Request additional services, commence new project, make purchases, approve spending requests, quotes, and invoices, and make modifications to existing services
Access any information associated with the organization
Approving requests made by IT Administrators which would result in a substantial change to the security of the organization
Perform any functions delegated to the IT Administrator role
IT Administrator
The IT Administrator role has the authority and responsibility to perform routine operational tasks related to the organization. The IT Administrator may:
Request routine administrative tasks, such as the creation, modification, or removal of users,
Request changes to the configuration of he organization's IT infrastructure*
Access ticket histories, performance and auditing reports, and other general information associated with the account
* - Certain changes, such as those that would result in substantial changes to the security of the organization or result in substantial additional charges, may require the approval of an IT Manager or a Finance Administrator, as appropriate.
Finance Administrator
The Finance Administrator role has the authority and responsibility to perform financial tasks related to the organization. The Financial Administrator may:
View information relating to the services provided to the organization
Acceess invoices and update payment information
Approve requests made by IT Administrators which may result in a substantial additional charge to the organization