MSP System Admins are given default permissions (aka Superpowers) when they are first set up. This training will go over which managers have what permissions. Sassie is very accommodating and will allow you to change permissions that you need to- we'll tell you how at the end.
If you are reading this training document, you should have already read the User Permissions training where we went over the definitions of all permissions. If you haven't, go do it now. Otherwise, you may not understand a lot of the terminology we're going to use in this tutorial.
Let's go over the default settings!
Administrator:
Administrator Default Permissions | |
Get Downloads | Access Sassie Tracker |
Edit Master Status Groups | Edit Client Settings |
Edit Form Questions | Edit Locations |
Edit Managers | View Shopper Information |
Billing Access | Download Shoppers |
Shopper Announcement Access | Bulk Email Shoppers |
View Individual Surveys | View Shop Logs |
View Reports | Generate PDF Reports |
View PDF Reports | Distribute Reports Through Email |
Edit Own Account |
As you can see, this covers many things. The very first administrator account will be set up by LiveShopper Sassie. After that, the Administrator can create other Administrators and all other MSP managers.
Reviewers:
These managers can review shops to verify they have been done correctly, send "bad" shops back to the shopper for correction, and move "good" shops along to the next level. Reviewers have a smaller set of permissions turned on by default.
Reviewer Default Permissions | |
Access the Tracker | Edit Locations |
View Shopper Information | Modify Shopper Announcement |
View Individual Surveys | View Shop Logs |
Distribute Reports Through Email | Edit Own Account |
These permissions can be granted for "All" of your clients, or specific clients. You can choose which clients and what shop status from these dropdown menus.
Scheduler
The last manager type is the Scheduler. Scheduler permissions are set by default to allow manual and Autoscheduling along with the ability to post to a job board.
Scheduler Default Permissions | |
Access the Tracker | View Shopper Information |
Modify Shopper Announcements | Edit Own Account |
These permissions can also be client-specific.
When you become an MSP System Administrator, these are the superpowers you are born with. If you need to make any changes, to your default permissions, you'll need to submit a Tracker notice.