What we'll review:
Adding an Admin
Understanding User Permissions
Understanding User Restrictions
Adding an Administrative User
To add a new deverus user or admin to your account, you must have administrative rights. Navigate to the upper right corner, open the dropdown below your name, and select Administrators.
From there, select the "create administrator" and fill out the required fields.
User Permissions
Admin Rights: An admin within the system has all rights to view and access permissions for the whole system in "Global System Settings." Admins also have the ability to create, enable/disable permissions, and delete other admins within the system. Admin rights include the ability to see the overall sales summary, as well as the ability to edit/delete search level notes.
*NOTE* Deleting an admin user is an irreversible action. Please do so with caution.
Client and Researcher Managers: Client and Researcher Managers can be assigned to handle specific researchers and end-user clients within the system with limited capabilities. Custom views and communication for assigned clients and researchers can be emailed to the managers.
Integration Manager: Controls the admin's access to Integration Manager.
*NOTE* 'Admin Rights' must also be set to 'no' in order to restrict access to the IM tab.
Accounting: Enables the Accounting tab, which gives the user permission to view and send researcher and client invoices, change invoice numbers, recreate, add fees and discounts, print and export invoices to QuickBooks. Accounting also controls the ability to adjust client and client type pricing and allows an admin to look at accounts receivable data along with using the mass exception price tool.
Salesperson: The sales permission enables the Sales tab to be displayed in the admin view. Under the Sales tab, the admin user can set up all client type settings, packages, pricing promotions, sales reports and Verocity upsell. Salespeople can also be assigned to commission rates and commission rates report.
Cancel Searches: This permission enables the ability to cancel searches.
Ability to Order Searches: This permission controls the ability to order searches within the system. If set to No, the user will not be able to order reports for any clients, nor will they be able to add searches to existing reports.
Create Exception Prices: This permission enables the ability to create an exception price for a search.
Resubmit Searches: This permission enables the ability to resubmit a search to a researcher.
Send Searches to QA: This permission enables the user to send searches to QA for any search. This is located in the search view.
Express Account Management: This enables a user to set up express accounts. These accounts will have a set limit of free searches to run. This is a legacy feature that is no longer used by most users.
View Financial Data: Allows the user to view sensitive financial information. If the permission is not enabled, the following areas are not available to the admin:
Dashboard Reports and Summaries for a users' own accounts
Accounting Tab Accounts Receivable
Sales Tab Reports
Clients Tab Client Analysis
Operations Reports
Research Management Access: If this permission is set to 'yes,' the Researcher tab will become visible on the Admin user's dashboard. They will be able to Add & View researchers as well as view researcher completion times. This will also allow the Administrator to make edits to the researcher network.
User Restrictions
Restrict Results Viewing: This setting restricts the viewing of results. The Report Management tab will be removed.
Restrict Client Detail Viewing: This restricts the viewing of the client user information. The Clients tab will be removed.
Disable Weekend Access: This disables access to the system on weekends.
Enforce Login Times: This restricts login times based on the hours set by the administrator.
IP Address: You can add one or multiple IP addresses associated with the account.