non tech role
Desperately need various roles for non-technical people to be able to access Atera for PSA and Billing purposes.
Sales people should be able to add customers/customer information, but never be allowed access to RMM functions like devices or scripts or anything technical--but the option to grant those permissions should also be there for technical-minded sales people. (Think Sales Engineer who moved to that role from Field Tech and helps clear ticket queues from time to time)
Billing people should be able to add/edit customers, do invoicing, manage ticket information (like correcting spelling errors) etc... but not have access to anything RMM.
Aaron Elliott
shared this idea
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Denise
commented
Also allow admin to be able to add/edit contracts as currently only fully admin able to maintain the contracts.
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Sebastien Trivino
commented
Very important feature but not yet implemented :'(
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Chris Dickinson
commented
Please please consider this, it means that we cannot proceed with a client of ours. Admin should come as part of the deal. Helpdesk only access should come at a much less subscription, just think how much more revenue you will create should you open up new features.