Add Capabilities to Role

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:

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.

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

Requires Manage Account Hierarchies

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).