When you have multiple users in your My Virtual Surveyor portal, you can assign each user a role. Each user role grants different functionality in the portal. A Company Admin can manage subscriptions and users, while a User Admin can only manage users. A normal User can only run the Virtual Surveyor desktop software.
This article covers the user roles in detail and describes how a user role can be changed.
TABLE OF CONTENTS
- User rights
- Change a role
- Role locked
- Company Admin receiving billing notifications
- Subscription through a dealer
The following table gives an overview what a user can do depending on its role.
|Company Admin||User Admin||User|
|Run Virtual Surveyor desktop software|
|Invite users to the account|
|Assign users to the license|
|Update payment method|
|Change billing emails|
Change a role
- Go to the Subscription tab in your My Virtual Surveyor portal if you are a Company Admin or User Admin.
- Click on the colored button that is present with each user.
- Then click on the role you want to set for this user.
- A pop-up window appears that summarizes the actions for the selected user role.
- Click OK to confirm.
- The role of the company member is changed. The button color and acronym are updated.
A lock will appear when you cannot change a role. A Company Admin can change the role of all users, including other Company Admins. A User Admin can only change the role of another User Admin and a normal User, but not the role of a Company Admin. You cannot change your own role.
Company Admin receiving billing notifications
A Company Admin cannot change the role of another Company Admin who is set to receive billing notifications. Update the billing email in the Company tab first before changing the user role.
Subscription through a dealer
When you have purchased a subscription through a dealer you can only be a User Admin or a User. Reach out to your dealer if none of the users in your company is a User Admin. With a User Admin set, you will be able to manage all the users for your company.