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
Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
-
Sebastien Trivino
commented
Very important feature but not yet implemented :'(
-
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.