Prior to commencing work within ConSol, a User Profile is required to be assigned User Roles.
For example, User A and User B below have different Role Requirements within their companies based on the work they will need to complete in ConSol. User A has accumulated role types in order to meet the User Role needs, whereas User B can complete all works with just one Role.
Additional filters of seniority and delegation limits allow for greater flexibility and nuance within a role.
| Indicates the user's access to the specified workgroup and role, thus giving them the ability to action any related work items. | |
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Is used in addition to Member level access, giving the user the ability to takeover any work items currently owned by another user and the ability to re-allocate matters from one user to another. |
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Delegation limits provide a monetary constraint for tasks that certain roles complete, such as claim approvals or order itemisation. This sets a ceiling for costs that when surpassed, triggers an internal escalation process for approval. |
ConSol Customer User Roles and their associated tasks are as follows:
Operational Roles (Order creation and Order management)
Management and Administration Roles (User management and system administration)