RemotePhoto User Roles

Several roles, each with different privileges, can be assigned to users within RemotePhoto. These roles are assigned a la carte, and each role is unique. In other words, a director-level user cannot approve photos like an office user - they are completely different roles. The director would need the office role in order to utilize office role privileges. There will certainly be situations where a user will want/need multiple roles, but as a general rule; four roles or less, is advised.


Let's look at the different roles you can have in RemotePhoto:

Role

Privileges

Recommended for

Super Director *Enterprise and A+ Plans
  • edit organizational settings

Head of card office, your in-house RemotePhoto guru


Director
  • add / edit user roles
  • edit email templates / groups
  • view reporting dashboards
  • access to Bulk import history

Staff who may grant access to RemotePhoto to make changes and track progress 


Email Editor (requires Director role)
  • edit HTML portions of email templates

Whoever needs to be able to make changes to the emails


Office
  • create / edit cardholders
  • approve / deny photos
  • assign / remove users to a cardholder group
  • bulk import users via CSV files
Recommended for all staff persons
CSV Importer
  • only import CSV files via Bulk Import
  • no access to Bulk import history (only director has that privilege)
Registrar or database/spreadsheet creator or liaison
Service
  • designates an account as being used by an integration service
    • i.e. RemotePhoto Photo Downloader
  • enables retrieval of API authentication tokens
  • protects API authentication tokens from deletion

This role is meant for API integrations ONLY

Not office users

Cardholder
  • access to the application
  • submit own photo
  • submit own supporting documents
  • submit answers to custom field questions
Base user of RemotePhoto
Group Manager *Enterprise and A+ Plans
  • able to approve/deny photos for their Cardholder Group only
  • can receive reminders when photos are still needed from their group members
  • can receive a notification when there are pending photos in their group

Person who needs limited visibility to oversee a separate group of Cardholders

To use this feature a unique set of emails (Welcome, Approval, Denial, Login) will need to be constructed

Person Manager *Enterprise and A+ Plans
  • only able to approve/deny photos for specific other users who are associated directly to them

Staff who has similar needs to Group Manager, but for fewer people

Does not require additional email templates

Can be used by Cardholder in Default or added Group 

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