Prior to commencing work within ConSol, user profiling is required to be completed outlining a users Skill level, their relevant Roles and additional filters allowing for seniority and mobile access.
For example, we've outlined four common user types with their duties and relevant User profiling:
Selecting the correct Skill Level at the user creation stage, and then assigning the relative User Roles create the base of your user profiling. The Skill Level templates are as follows:
- Junior: This template provides access to the most basic functions of ConSol such as taking photos and adding notes, and is suitable for users not responsible for order management. Documents uploaded are only viewable by others in the company and not viewable to the Customer. Users cannot change the uploaded document permissions to be customer visible unless the change is done by users with Senior skill levels.
- Senior: This template was designed for your leading hand, those requiring complete order management permissions and authorisation to communicate with your customers through ConSol. Users can upload documents that are visible to the customer.
- Hide Rates: This profile allows for users to complete tasks related to order management without requiring visibility of rates in either ConSol or ConSol Mobile.
Supplier Roles (Order and claims management)
Here's a breakdown of the additional options available for all Supplier Users:
Role Seniority:
| 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 orders from one user to another. |
ConSol Mobile Access:
| All Supplier Users are able to complete work in the field and manage orders via the ConSol mobile app. To have access, users are required to be enabled via their user profile and need to download the app from their appropriate store to their device. To access all features of ConSol Mobile, a subscription will need to be purchased - subscription-free use only allows visibility of work orders as standard. |
| Supplier Users who require exclusive access via the ConSol Mobile app can do so by selecting the ConSol Mobile Only checkbox. Users retain all available roles and permissions, but are only able to login via the app and are unable to login via ConSol on the desktop. |
For steps on allocating User Roles see our article here