Standard User Role


The Standard Users Roles available in CustomerGauge are as follow.
  • Admin
  • User
  • Workflow User (Front-Line)
  • Workflow+ User (Front-Line Manager)


User Role and Main Menu Permission


Below is a table that outlines the main menu sections that the different user types have access to. Each menu section has sub-menu sections with different functionalities that the user can access.


Admin
User
Workflow
Workflow +
DashboardDashboardFire-Fighting Dashboard
Dashboard
CustomerCustomer

-

-
ReportsReports--
Fire-FightingFire-FightingFire-FightingFire-Fighting
Admin---
Setup---
Account ExperienceAccount Experience--
My ProfileMy ProfileMy ProfileMy Profile


User Role Explained


Workflow User (Front-line User)


The workflow user has access to the firefighting and workflow aspects of the CustomerGauge system. They are able to:

  • Track Cases
  • Change case status (Open, In-progress, Close, etc)
  • Assign cases to users
  • Add notes to cases

Workflow+ User (Front-line Manager)


The workflow+ user has access to the dashboard required to have an overview of the program in additon to be able to access everything that workflow users can access. They are able to:

  • Track Cases
  • Change case status (Open, In-progress, Close, etc)
  • Assign cases to users
  • Add notes to cases

User


Users are able to access everything that Workflow + Users can access, plus :

  • Customer data search and export functions
  • Reporting

Admin User


Admin users are able to access everything that Users can access. In addition they can perform administrative functions including:

  • Adding, editing and removing users from the system
  • Building and maintaining surveys campaigns
  • Uploading Data via the application
  • Uploading data manually and maintaining any CRM integrations
  • Setting up and editing Reports with the Report Hub
  • Configuring the Digital Signage
  • Editing the system security settings including white-listing IP address



Other functionalities that can be activated for each role

  • Personal Dashboards
  • Dashboard Tabs View