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PREO User Roles

Definition of system user roles and access

Zaid Akel avatar
Written by Zaid Akel
Updated over 2 weeks ago

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

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