Inteleagent provides 4 levels of role-based access controls so that you can ensure the right people have the right user permissions.
Owner:
By default, the user that created the account is the account owner. This user is typically the executive role / the owner of the education agency. Account owners have the following permissions:
- The Owner has access to all features offered by Inteleagent, without restrictions.
- The original Owner is the only one that is able to add / delete any other Owner roles in his Inteleagent account.
- Manage team settings, including adding, deleting, and assigning roles for users.
Manager:
- This user role is able to access all applications associated with his branch office, as well as the Education Counsellors' applications, who is supervising. He is not able to access applications from any other education agency branch.
- The Manager is able to add Education Advisors to the education agency Inteleagent account, however he can only do it for his branch office only.
- If the Manager creates an application, he will not be having access to the commission information
- The Owner can control if an application displays the commission to the Manager
- The Manager has the ability to create Reports for his office branch only
- The Manager can invite Partner Agents to the education agency account
Education Advisor:
This user role is more of an Admin role.
- able to work on applications he has logged in, as well as tasks assigned to him
- able to perform actions on applications such as moving applications from one stage to another
- Education Counsellors are not able to add any team members to Inteleagent
- not able to access commission information
- not able to access Reports
- cannot invite Partner Agents to education agency Inteleagent account
Franchisee:
This user role is a combination between a Manager and a Subagent.
If you run an education agency that hires contractors instead of employees, and would like to share commission with them, this user role is perfect for them.
- You are able to share commission for applications lodged by a Franchisee.
- You can create commission tiers for Franchisee.
- You can choose the Providers you want to share with each Franchisee.
- The Franchisee can raise commission invoices for you to get paid.
- A Franchisee cannot raise commission invoices for a Provider. Only Owners & Managers can do that.
- A Franchisee cannot add team members (for now).