This screen lists the Capabilities on your system. Up to twenty five capabilities are listed per page; if you have more, you can page through the list, or search for a particular capability:
Paging: use the icons at the top of the page to move around the list; see Using the Navigation Bar for details.
Searching: enter a partial or full capability name in the Capability Name box and click Go: capabilities matching your search criteria will be displayed.
Once you've located the capability you wish to add (to the role you selected in the previous screen), click the radio button next to it and click OK.
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Note |
You can only add a single capability at a time: you'll need to repeat the process for each capability you wish to add. |
For a description of all the capabilities supplied with MetraNet, see MetraNet Capabilities
The screen contains a column called Requires Manage Account Hierarchies. If the capability has a checkmark in this column, then the role you are adding it to must contain the Manage Account Hierarchies capability. If not, then it is useless to add this capability, as its functionality will not be added to the role.
For example, if you are adding Update Folders to the Role of Internal Administrator, but the Internal Administrator role does not contain Manage Account Hierarchies, then whomever you assign this role to will not be able to update folders.
Additionally, this column actually reflects system level behavior, rather than business level behavior. That is, for certain capabilities, such as Create corporate Accounts, the system does not check for Manage Account Hierarchies when a user creates a corporate account. However, from a business point of view, it doesn't make sense to give CSRs the Create Corporate Accounts capability unless you also give them Manage Account Hierarchies.
Also, there are capabilities, such as Create Subscription, which don't require Manage Account Hierarchies because they are useful for working with Independent Accounts (accounts that are not part of any Corporate Hierarchy). That is, for CSRs who work only with Independent accounts, it might be useful to give them the Create Subscription capability and not Manage Account Hierarchies—while this combination would be useless to CSRs working with accounts in Corporate Hierarchies.
The following list captures capabilities that require Manage Account Hierarchies from a business perspective (even though the column is not checked on the screen), and ones that are only useful for working with Independent Accounts (if not combined with Manage Account Hierarchies).
Capabilities that are useless without Manage Account Hierarchies (even though the Requires Manage Account Hierarchies column is not checked):
Create Group Subscription, Add to Group Subscription, Update Group Subscription, View Group Subscription, Modify groupsub membership
Create Corporate Accounts, Update Corporate Accounts
Manage Group Custom Rates
Capabilities that without Manage Account Hierarchies are only useful for working with Independent Accounts:
Create Subscription, Delete Subscription, Update Subscription, View Subscription
Update Account from Active to Closed, Update Account from Active to Suspended, Update Account from Pending Final Bill to Active, Update Account from Suspended to Active
Manage Custom Rates
Manage Independent Accounts