User Roles in QuickReach: Admin, Builder, and User
Last Updated: November 25, 2021
In QuickReach, one user can have multiple user roles which enable greater flexibility and focus on the jobs to be done within those roles. For example, a finance department head may be a Builder who focuses on creating and maintaining Finance processes, but is only an Internal User when it comes to approving leaves.
This is the most basic role that anyone gets when their license is activated by the admin. Users with this kind of role can create ticket requests, and work on any ticket assigned to them. They can also view process boards, if they were granted access by the creator of the process.
A Builder is someone that creates workflow and record apps. They can create the form, design the process, and set permissions. A process person deciding how to optimize a process would be an example of a Builder. Builders can also make Reports and Automations.
The admin manages the subscription of the whole organization, and has the overall access to all of the features of QuickReach. They also add users and assign them their appropriate access according to the users' business function.
To switch your role, simply click on the dropdown button on your sidebar and select the role you want to switch to.
Note: You can only switch roles if you are an Admin or a Builder.
External Users are people outside the business/organization who can connect to the system, even if they don't have a QuickReach account. However, they still need to register their business accounts on QuickReach to give them access.
Anonymous user is a type of access under external user. Unlike the external users, anonymous users can submit a ticket even without registering their business accounts on QuickReach, as long as they have the link of the form where they are going to file a request.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
What are External Users? What are Anonymous Users?
In QuickReach, one user can have multiple user roles which enable greater flexibility and focus on the jobs to be done within those roles. For example, a finance department head may be a Builder who focuses on creating and maintaining Finance processes, but is only an Internal User when it comes to approving leaves.
The different user roles in QuickReach are:
1. Internal User
This is the most basic role that anyone gets when their license is activated by the admin. Users with this kind of role can create ticket requests, and work on any ticket assigned to them. They can also view process boards, if they were granted access by the creator of the process.
2. Builder
A Builder is someone that creates workflow and record apps. They can create the form, design the process, and set permissions. A process person deciding how to optimize a process would be an example of a Builder. Builders can also make Reports and Automations.
3. Admin
The admin manages the subscription of the whole organization, and has the overall access to all of the features of QuickReach. They also add users and assign them their appropriate access according to the users' business function.
Switching Roles
To switch your role, simply click on the dropdown button on your sidebar and select the role you want to switch to.
Note: You can only switch roles if you are an Admin or a Builder.
4. External Users
External Users are people outside the business/organization who can connect to the system, even if they don't have a QuickReach account. However, they still need to register their business accounts on QuickReach to give them access.
5. Anonymous Users
Anonymous user is a type of access under external user. Unlike the external users, anonymous users can submit a ticket even without registering their business accounts on QuickReach, as long as they have the link of the form where they are going to file a request.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
RELATED ARTICLE:
What are External Users? What are Anonymous Users?
Updated on: 25/11/2021
Thank you!