 | Note, an agent must have at least one permission in order to login to the Operator Portal. |
The following is a list of permissions available for an agent and the functions an agent with each permission can perform:
Customers
- Search for customers
- View customers
- Create/edit customers
- Change customers password
- Suspend/reactivate Account
- Disable login
- Close account
- Search properties
- View properties
- View customers billing history
- Make online payment
- View & create customers requests
- View/Create/Edit/Delete consumers
- View customers purchases
- Purchase on behalf of customer
- View customers invoices
- View emails sent to customer
- View audit events related to customer
Financial Adjustments
- Record offline payments for a customer
- Make debit adjustments for a customer
- Make credit adjustments for a customer
Requests
- View/filter requests
- Update request status
- Add comments to requests
- Assign requests
- View properties
Catalog
- Create/Edit Products
- Create/Edit Product Offers
- Copy products
- Copy product offers
- Publish Products
- Publish Product Offer
- Retire products
- Remove product offer from store
- Offer Promotion
Properties
- View properties
- Create/Edit Properties
- End tenancies
- Archive Property
- Associate customers with properties
Reporting
- Accounts overdue
- Accounts over threshold
- Report exports
Auditing
- View audit log
- View global settings
System Config
- Create & Modify External Systems
- Create & Modify Dynamic Account Fields
- Create & Modify Categories/Topics
- Modify Global Settings
- Modify Terms and Conditions notice
- Modify Privacy notice
- View Account Usage
Agent Admin
- Create & Modify Agents
- View Global Settings