A wide array of users may be set up in Qvinci so that the account may be effectively managed. Only one Administrator may exist, but multiple levels of managerial users and report viewing-only users may be configured. Admins, Leaders and Managers may add additional users at the following levels:
- Account level: These users can view reports for every Entity across the entire account, and gains access to new files as they are added
- Client/Company level: These users can view reports for a specific Client/Company, and gains access to new Entities within that Client/Company
- Entity level: These users are limited to viewing a specific Entity or Entities as assigned.
The steps to add users will vary depending on the level of access required. Learn more about User Roles to determine which level of access someone will need. You can then use the links below to add the user at the appropriate role.
VIDEO TUTORIAL: User Roles & Permissions