Account manager roles
This article explains the different roles that an account manager can have in your practice.
When adding an account manager to your Practice Dashboard, they can be assigned one of four flexible roles:
- ‘Admin’ - replaces the previous ‘Senior’ role allowing full access to all areas of the dashboard. This is the only role that has the permission to add, edit or delete account managers and manage specific practice settings (practice details and client communication preferences).
- ‘Comprehensive’ - similar permissions to the ‘Admin’ role, but doesn't have the permission to add/edit/delete account managers and manage specific practice settings (practice details and client communication preferences).
- ‘Standard’ - replaces the previous ‘Non-senior’ role.
- ‘Limited’ - has the lowest level of permissions. This role allows access to clients that are assigned to them or part of the same group, and to prepare payroll in bulk but not file payroll.
Please see below for details on the permissions for each role.
You can adjust the role of an account manager to suit the work they’ll be carrying out if you need to.
Account manager role permissions
The table below outlines the tasks that each of the account manager roles will be able to perform.
Task |
Can be performed by the account manager? |
|||
|---|---|---|---|---|
Admin |
Comprehensive |
Standard |
Limited |
|
Manage own account security |
✅ |
✅ |
✅ |
✅ |
Upload clients’ payslips |
✅ |
✅ |
✅ |
✅ ** |
Switch to clients |
✅ |
✅ |
✅ ** |
✅ ** |
View alerts |
✅ |
✅ |
✅ ** |
✅ ** |
Prepare bulk payroll |
✅ |
✅ |
✅ ** |
✅ ** |
View dashboard reports |
✅ |
✅ |
✅ ** |
✅ ** |
✅ |
✅ |
✅ ** |
✅ ** |
|
✅ |
✅ |
✅ ** |
✅ ** |
|
✅ |
✅ |
✅ ** |
✅ ** |
|
Access and view clients’ add-on and payment preference status |
✅ |
✅ |
✅ ** |
✅ ** |
✅ |
✅ |
✅ ** |
✅ ** |
|
✅ |
✅ |
✅ ** |
❌ |
|
✅ |
✅ |
✅ ** |
❌ |
|
✅ |
✅ |
✅ ** |
❌ |
|
✅ |
✅ |
✅ ** |
❌ |
|
✅ |
✅ |
✅ ** |
❌ |
|
Import clients in bulk |
✅ |
✅ |
✅ ** |
❌ |
✅ |
✅ |
✅ ** |
❌ |
|
override clients’ add-on payment preference |
✅ |
✅ |
✅ ** |
❌ |
✅ |
✅ |
✅ |
❌ |
|
✅ |
✅ |
❌ |
❌ |
|
✅ |
✅ |
❌ |
❌ |
|
✅ |
✅ |
❌ |
❌ |
|
✅ |
✅ |
❌ |
❌ |
|
Create a client export |
✅ |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
|
Update practice’s settings and client communication preferences |
✅ |
❌ |
❌ |
❌ |
Add, edit or delete account managers |
✅ |
❌ |
❌ |
❌ |
** Only for clients assigned to them or part of the same group.