One or more user roles must be selected when requesting user access or creating new system users. The user role controls the data the user has access to within PREO.
User Role names generally align with the user's role in the company. For example, an Account Executive (Sales Rep) should be assigned the "Sales_User" user role.
The table below is listed in the order of most commonly used.
Role | Access Description |
MOST COMMON USERS |
|
Sales_User | Access to proposals created by the user or when assigned as an overlay. Typical Sales Rep user. |
OTC_OrderDesk | All proposals in the Core assigned to the user. Typical HCL/TCS User. |
OTC_DealAdmin | All proposals in the Core assigned to the user plus Deal Admin checklists. Typical HCL/TCS Deal Admins. |
OTHER SALES USERS |
|
Sales_MPSUser | Access when mapped as MPS Overlay on Proposal |
Sales_SoftwareUser | Access when mapped as Software Overlay on Proposal |
Sales_XITSUser | Access when mapped as IT Overlay on Proposal |
Sales_Leader | Access to Proposals where user is assigned as an overlay or Director, RVP, or VP. |
Sales_President | Access to all Proposals within assigned Region |
SALES SUPPORT USERS |
|
Comp_Administrator | Access to all Proposals within assigned Region & Commission data with Commission Management tools |
Ops_Scheduler | Read only access to Proposals within Region and Order Scheduling tools |
Ops_Manager | Read only access to Proposals within Region and Stop Scheduling tools |
Ops_Driver | Read only access to Proposals within Region and Driver POD interface |
Ops_Analyst | Read only access to Proposals within Region and post-sale management tools (Install Management, 360 App Team Management) |
ClientSuccess_User | All proposals in the Core assigned to the user. Typical Client Success User. |
CFO_Approver | Read only access to Proposals within Region. Able to approve/reject Requests. |
SPECIALITY USERS |
|
Corp_MLUser | Global Read Only access used typically used for BCG users and internal controls users. |
API_eCredit | API user for eCredit connection |
ADMIN USERS ('ELEVATED RIGHTS' USERS) |
|
Admin_Regional | Full access to data and settings for regions linked to the user account. (PREO Champions) |
Admin_Global | Full system access. (Global Admins) |
DEPRECATED USERS (DO NOT USE) |
Operations_Scheduler |
Sales_BranchDirector |
Sales_ProductionRep |
Sales_SpecialistManager |
Sales_CoreRVP |
Sales_MPS_VP |
Software_SoftwareManager |
Admin_ItemConfigurator_SecurityAddOnRole |