User's Security Privileges
Security privileges are something that is set-up during the implementation process. Intuvo creates security roles that the users are assigned too. Within these roles, there are rules and privileges set up on the back-end on what the user can see, click, and do in the system. If these privileges need to be updated after your implementations are complete, please email [email protected] for assistance.
How to assign a security roles to a user:
- Log into Intuvo and go to the Admin tab at the top of the page.
- Go to the sub-tab of 'Manage Users'.
- Select a user from the manage user list.
- Once you are in their user profile, go to security roles. Pick which security role you want that specific user to have.
Example of the difference between roles security privileges:
Administrator Security Role: They are able to see all parts of Intuvo.
Assistant: They are able to the marketing tab, but can't change or create anything new. They are also able to unresolve import under the data tab.
Loan Officer: They are able to see all of their contacts where they are the owning user. They can create filters and assign contacts to a campaign. They can not change any marketing or see the admin or data tab.
Marketing Manager: They have all editing abilities on marketing materials and creating filters. They can see contacts in the system. They can't see the admin or data tab.
*These examples are not specific to anyone's account, these roles are all customizable if needed. Intuvo Support can help you make new security roles if you need them. Please email [email protected] if you have any questions!