What is a Corporate Connect role?
The Corporate Connect Role grants and defines access on the Connect website for specific accounts. Each role has a set of permissions configured and applied to each Corporate Connect user (Ex: IT, Accounting, Reporting, etc.). These permissions allow enabling and disabling of specific user functions within Connect like accessing or editing Reports, Items, Accounts, etc.
Steps to create a Corporate Connect Role
- Log in to Connect and select ‘Corporate Admin’ and then ‘Corporate Connect Roles’ from the left side menu.
- Select 'Add Connect Role' in the upper right corner.
- Once the pop-up window appears, fill out the role information, enable the desired permissions and click 'Save Changes' at the bottom of the page.
Note: Now that the Connect Role(s) has been created, it can be assigned to an existing or new Corporate Connect Account.