Roles

The Roles page determine the access an employee has to different modules, menus and selected settings. The system provides several predefined security roles for both internal and external users. You can also add custom security roles. A person assigned multiple security roles has access to the combined privileges of all assigned roles. Certain permission categories include special features.

Pre-Defined Security Roles

Six (6) pre-defined internal roles - Administrator, Project Manager, CRM Manager, Finance Manager, Service Desk Manager, and User.
Two (2) pre-defined external roles - External User and External Manager. These are used by clients using Client Portal.

Pre-Defined Internal Roles	Description
Administrator	The highest level of permissions. Complete access to add/edit/delete, and configure any record across the system.
Project Manager	Access to Project Management modules and related reports. Add/edit/delete projects, clients, approval routes, and employees. Also, adjust/approve time and expense-sheets.
CRM Manager	Access to CRM modules and related reports. Add/edit/delete customer contacts, opportunities, activities, and customer quotes.
Finance Manager	Access to Finance modules and related reports. View/update/process billing, invoicing, receivables, account setups, and payments.
Service Desk Manager	Access to Service Desk module and related reports. Add/edit/delete service desk settings in Admin module. Create workflow rules, etc.
User	Access restricted to personal information, time and expense sheet entries, and time-off requests.

Special Features

You can enable special features for certain categories of permissions.

Home
- Access to All Employees Timesheet Data ORG Chart
- Access to All Employees Expense Data (Bypasee ORG Chart)
Service Desk
- Quick Add Ticket - If checked, a blue New Ticket button displays in the header. Users can click the button to add a new ticket immediately from anywhere in the user interface.
- Kaseya Live Connect - If checked, enables Live Connect access from a ticket to a corresponding hardware asset.
- Customer Survey Scores - If checked, enables visibility of survey score data.
CRM
- Access to All Employees CRM Data (Bypass ORG Chart)
Projects
- Access to All Employees Project Data (Bypass ORG Chart)
- Hide Financials Tab on Projects
HR
- Bypass Timesheet and Expense Sheet Approvals

Quick Tickets

Security roles have a Client Portal option called Quick Tickets. When checked in a security role, customers are presented with a simplified page layout when adding new tickets. If unchecked, customers are presented with the same page layout that employees see.

Adding Security Roles

Select the Admin > Security Roles page.
Click New.
Enter the following fields in the Security Role Information header section.
- Name
- Description
- Client
  - Internal - This security role can only be assigned to employees and not to CRM customer account Contacts given client portal access.
  - External - This security role can be assigned to both employees and to CRM customer account Contacts given client portal access.
- Status - Active or InActive
Expand each permission category displayed on the Permissions tab.
Optionally toggle the Allow View All or Allow Modify All buttons to check or uncheck all checkboxes in a permission category.
- View - Allows users assigned this security role to view data.
- Modify - Allows users assigned this security role to change data.
Optionally check or uncheck each item in an expanded category separately.
Optionally enable special features at the bottom of each category. Not all categories have them.

example of special features:
Click the Role Users tab.
Click Add.
Select one or more users to assign them to this security role.
Click OK.
Click Save the save the security role.