What you can see on PlanPoint will depend upon the permission you have as a user.
- If you have Office User Permissions then you will be able to view and edit "A55s" .
- If you have Administrator Permissions - you will be able to see and edit "Users" and "Groups".
- If you have Finance Officer permission you will be able to see and administer "Billing".
- If you are a Field User only, you can't log into the platform, but are able to create plans on the PlanPoint App.
User Roles & Permissions Grid
PlanPoint Role | Company Admin | Finance Officer | Administrator | Office User | Field User |
Set Up Main Account | YES | NO | NO | NO | NO |
Manage Subscription Payment | NO | YES | NO | NO | NO |
Create Users | NO | NO | YES | NO | NO |
Edit Users | NO | NO | YES | NO | NO |
Create Plans (App) | NO | NO | NO | NO | YES |
View Plans (Portal) | NO | NO | NO | YES | NO |
Edit Plans (Portal) | NO | NO | NO | YES | NO |
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