• Limited - Search for and invite service providers; view alerts and messages they are set up to receive; access Help; and manage personal settings

  • Data Reader - Includes all Limited role permissions; plus: viewing and notifying in-network service providers for compliance; viewing and applying labels to service providers, invitations, and agreements; and creating service provider profiles

  • Data Writer - Includes all Data Reader role permissions; plus: managing service providers, invitations, agreements, and requirements

  • Sys Admin - Includes all Data Writer role permissions; plus: blocking and unblocking service providers from the network; managing payment terms; editing company settings; creating users and roles; assigning roles to users; and using the Contractor Match feature to check whether the company’s preferred service providers are available in the private network in Compliance Manager or are available in Fixxbook

  • Financial Authority - Assigned along with Data Reader and Data Writer roles, allows users to accept/reject client rates proposed by service providers; assigned along with Sys Admin role allows users to accept/reject client rates proposed by service providers and manage payment terms.

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title⦿ How to Access Permissions
  • In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page displays.
    • At the top of the page, click the Company tab. The Manage Permissions page appears, listing the various pages and the permissions for default roles for each of the pages

    • .

    Info

    When you do not assign any roles to a user, the user can only: