You can add capabilities to a role. Roles are essentially collections of capabilities with user-friendly names, such as CSR 1, CSR Manager, or Client Account Manager. You can create roles for both service provider employees and client company employees.
You can even allow client company employees to log into MetraCare and perform simple account hierarchy management activities, such as updating contact information and moving accounts to different folders.
You could configure an Account Administrator role (for service provider employees) with all capabilities except setting custom rates on subscriptions and granting capabilities: Manage Account Hierarchies capability, View Online Bill, Issue Credits, Issue Charges, MetraCare and MetraView Application LogOn, Update Account from Active to Closed, Update Account from Active to Suspended, Create Group Subscriptions, Update Group Subscriptions, Add to Group Subscription, Modify Group Subscription Membership, Create Subscription, Update Subscription, Delete Subscription, and Manage Independent Accounts.
You could configure an Internal Account Administrator role (for client company employees) with the ability to change their account hierarchy, update account contact information, and manage account payment redirection: MetraCare and MetraView Application LogOn, Move Account, Move Folder, Update Subscriber Accounts, and Manage Payment Redirection.