Team Member Permission Levels
Team Member Permission Levels
The permission levels in Operto Connect are designed to provide a secure and efficient framework for managing team member access and responsibilities. The platform ensures that only authorized individuals can make changes to team member details, reinforcing the security and operational integrity of your organization.
| Team Members Access Rights: | Account Owner | Global Manager | Regional Manager | Basic User |
|---|---|---|---|---|
| Payment | Can see + update credit card details | Can see + update credit card details | Cannot see + update credit card details. Payment Info tab is hidden from view. | Cannot see + update credit card details. Payment Info tab is hidden from view. |
| Access Codes | Can see all team member access codes | Can see his/her own code + all regional managers and basic users access codes | Cannot see access code of other regional managers, global managers, and account owners | Can only see his/her own code |
| Units | Can see all units on the company regardless if he/she is assigned to the unit(s) | Can see all units on the company regardless if he/she is assigned to the unit(s) | Can only see units assigned to him/her | Can only see units assigned to him/her |
| Guest List | Can see all guests regardless of unit | Can see all guests regardless of unit | Can see all guests regardless of unit | Can see all guests regardless of unit |
| Guest Portal | Can make edits to GP | Can make edits to GP | Can make edits to GP | Cannot make edits to GP |
| Editing team member's profiles | ✅ Account Manager ✅ Global Manager ✅ Regional Manager ✅ Basic User ✅ Personal Profile | ❌ Account Manager ❌ Global Manager ✅ Regional Manager ✅ Basic User ✅ Personal Profile | ❌ Account Manager ❌ Global Manager ❌ Regional Manager ✅ Basic User ✅ Personal Profile | ❌ Account Manager ❌ Global Manager ❌ Regional Manager ❌ Basic User ✅ Personal Profile |
FAQs
- Q: How can I see the permission level of each team member?
- A: Permission levels are usually indicated in the team member's profile or the team management section of Operto Connect.
- Q: What should I do if I need to change the details of a team member at the same permission level as me?
- A: You will need to contact an Account Owner or a team member with higher permissions to make the necessary changes.
- Q: Can a Global Manager edit an Account Owner's details?
- A: No, Global Managers cannot edit or view Account Owner details. This is to maintain a clear hierarchical structure within the permission levels.