Member

Employee Role

Definition:
A Member is an employee role with a limited set of permissions. This role is designed for employees focusing primarily on managing tasks and service cases for which they are directly responsible.

Typical Responsibilities:

  • Work exclusively on service cases where they are:
    • Have accepted the offer to work on it (video).
    • Assigned as responsible.

Limitations:

  • Cannot create, edit, or delete templates.
  • Cannot create customers.
  • Cannot assign service cases to other employees.

Purpose:

  • Defines a role focused on service case processing.
  • Reduces risk by restricting the authorization to add, edit, or remove platform elements.

Key Benefits:

  • Operational Integrity: Limits permissions to maintain platform stability and data security.

Further Reading:
For more details on employee roles and permissions, read the article Employee Roles (article).

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