Permission Levels                                                                                                                                                                                                                                      Account Management.Permission Levels (600)

By default, the ClimateMaster Solution Center software supports several security or permission levels. The permission levels are detailed below:

The typical uses and assignments for each permission level are described below.

•Public User - Currently not used.

•Engineer - This type of user can perform selections but cannot price units or create quotes or orders. This permission level is typically reserved for users that need to be able to perform selection of units but are not involved in pricing or the quote/order creation process.

•Rep - The most common permission level assigned in the CMSC is that of Rep. Rep level users can typically create projects, select units and add units to quotes and orders. They can request special engineering modifications and submit requests for special multipliers. They can also submit orders to the ClimateMaster Business Center for processing.

•Rep Manager - A Rep Manager is usually a designated user in each office that has the ability to create, modify and delete users for that office.

•Application Engineer - Users assigned this permission level are usually ClimateMaster employees that work in the engineering department. Application Engineers typically review special engineering requests submitted by reps that involve unusual modifications to units. They review these modification requests, assign prices to the requests and send them back to the representative with either an approved or disapproved status.

•Customer Service - This permission level allows the user to access quotes and orders submitted by reps as well as search for rep projects in order to assist reps during the submittal process. This level of permission is usually reserved for ClimateMaster employees and not typically assigned to representatives.

•Pricing Administrator - Usually assigned to users that are performing the role of Regional Sales Manager. These users can review quotes and orders as well as approve special multiplier requests.

•System Administrator - Typically assigned to users that need to be able to manage all aspects of the CMSC. Can perform all the functions of the other levels of users.

To learn more about setting user permission levels please view the topic entitled User Administration.

Below is a matrix that represents the permission levels and the pages that each level of user has access to.