Roles & Permissions

What This Page Covers

A practical reference for the responsibilities you can assign to a team member and where those responsibilities apply.

Responsibilities

FSRevs presents these responsibilities to workspace managers:

Responsibility	What it allows
Owner	Full authority across the workspace, including owner-level account management.
Administrator	Manages every location, users, responsibilities, workspace configuration, data, and exports.
Location Manager	Manages one or more assigned locations, including their users, configuration, data, and exports.
Send for others	Sends requests as another sender and works with records sent by other people.
Send requests	Sends review and form requests and works with records sent by this person.
Employee tracking	Makes the person available in employee selectors and performance tracking. It does not grant response-data access.
Data access	Provides all review and form history in the assigned area, including response and customer data, notes, exports, and flow notifications.

The internal service account is protected and is not an assignable customer responsibility.

Choosing the Smallest Useful Responsibility

Choose Send requests when a person only needs to send and work with their own requests.
Choose Send for others for a dispatcher, front desk, or coordinator who sends on behalf of other team members.
Add Employee tracking when the person should appear in employee selectors and performance reporting. It does not let them view customer responses by itself.
Choose Data access when a person needs the complete authorized response, customer, notes, export, and Flow/Form notification workspace without management controls.
Use Location Manager for someone who must manage people and configuration at particular locations.
Reserve Administrator and Owner for people who need business-wide control.

Responsibilities combine. Assign the independent responsibilities a person actually needs; you do not need to add capabilities already included by a higher responsibility.

Included Responsibilities

Administrator and Location Manager include Send for others and Data access.
Send for others includes Send requests.
Employee tracking is independent. Management or Data access does not automatically make someone a tracked employee.

Manage Access identifies an included responsibility and names the higher responsibility that provides it. You do not need to assign the included responsibility again.

All Locations vs. Specific Locations

All locations applies the responsibility at every active location.
It also applies automatically at locations added later.
Specific locations applies it only at the selected locations.
An all-locations responsibility is shown once rather than repeated for every location.

Adding an all-locations responsibility removes matching local assignments that have become redundant. Removing the all-locations responsibility later does not recreate those previous local assignments. The confirmation explains this consequence when it applies.

Other independent local responsibilities remain in place. For example, adding all-locations Data access does not remove local Employee tracking.

An Owner or Administrator can create a limited portal account with no responsibilities. Once activated, that person can sign in but does not gain protected workspace access until a responsibility is assigned.

Data History and New Activity

Data access and management responsibilities provide all authorized historical data immediately; access does not begin at the time the responsibility is added. The system separately tracks a starting point for new and unseen activity indicators. Viewing a directory can clear those new indicators without changing permission to the underlying history.

What Location Managers Can Change

A Location Manager sees people who have responsibilities at an overlapping location. They can fully manage an account only when all of that person’s responsibilities are within locations they manage.

When a person is shared with other locations, the Location Manager can view effective access and change direct responsibilities at their own locations, but cannot change the shared person’s profile, credentials, lifecycle, system notifications, or settings belonging to other locations.