Types of Users
Org Users and Admins
Users of a V2 org can be assigned as an org user or org admin.
Org users have read-only access to all deals across their org and can work in and edit their own deals, submit design requests. etc. This is the role that will be given to most users.
Org admin gives the user access to all deals across the org as well as access to company settings. This role should only be given to users who are in an admin role at their company. Please note that org admin is not the same as super admin, company admin, or office admin in the legacy platform, and needs to be assigned separately. For more information on user roles in the legacy platform, see User Role Descriptions (Legacy).
Org admins can assign other users the Org Admin role by clicking the "Is Admin User" checkbox in the App Settings section of their profile. Enerflo Support cannot assign this role without the direct request of an existing Org Admin.
A user's role is shown next to their name. If a user doesn't have a role-type badge, they are an org user.
A single user can be associated with multiple organizations (which must be setup by Enerflo support) and can have different levels of permission in each of the orgs they are associated with.
Additional Roles
Administrators are able to find and manage their organizations roles via Settings > Org > Roles.
On this screen they can add new roles, or manage existing ones.
Each role can have different permissions associated, and the list of permissions listed can depend on the plugins and features your organization has access to.
All users will automatically have the Base Role. Any permissions that all org users should have can be toggled on in the base role.
Under the 'Users' tab you can add in which users should receive the permissions you've assigned to that role, or remove them if no longer appropriate. An individual user can have multiple roles assigned.
You can also add existing roles to users by going through their particular user settings page.
To create a new role, navigate to Settings > Org > Roles and click +New in the upper right corner.
Permissions
Please note that org admins automatically have full permissions regardless of roles. The following permissions can be assigned to org users:
Aerialytic
Designer Mode: Allows users to access designer mode to fine-tune designs created by Aerialytic.
Audit Log
Users can view a list of audit logs.
Deal Admin
Unlock Completed Deal: User can unlock a completed deal to be editable and move that deal's status to 'active'. If enabled, click "Unlock Deal" on the top of the deal page to unlock.
Deal
Create: Users can create new deals.
Reassign Sales Rep: Users can reassign the sales representative for a deal to other users within their organization.
Stakeholder Edit: Users can edit deals in which they are stakeholders.
Edit: Users have the ability to edit deals.
Finance
List Applications: Users can view all past finance applications related to a deal.
Manage Applications: Users can manage finance applications.
Manage Workflows: Users can manage finance workflows.
Sync Application Status: Users can synchronize the status of a finance application.
Smart Pull
Run Smart Pull: Users can run smart pulls on deals.
VSR Support Rep
Users can update VSR prospects.
Users can view VSR prospects.
The Base Role
There is one special role which is present on all organizations, and automatically applies its permissions to all users within that org - The Base Role.
The Base Role's permissions are essentially the minimum amount of permissions all org users for that organization will experience.
As Enerflo releases explicit permissions for abilities users are already utilizing (so that admins can decide whether or not they want to take those permissions away from some or all of their users), those permissions will be added to the base role so that users don't experience any disruption.
From there, admins can manage these base role permissions as they choose, adding or removing to suit their needs.
If for example you did not want all of your users to be able to create deals, you could remove that permission from the base role, add it to a different role, and assign that role to users you want to still be able to create deals.