RemotePhoto User Roles
There are several roles with different privileges that 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 |
Super Director *Enterprise and A+ Plans |
- edit organizational settings
|
Director |
- add / edit user roles
- edit email templates / groups
- view reporting dashboards
- access to Bulk import history
|
Email Editor (requires Director role) |
- edit HTML portions of email templates
|
Office |
- create / edit cardholders
- approve / deny photos
- assign / remove users to a cardholder group
- bulk import users via CSV files
|
CSV Importer |
- only import CSV files via Bulk Import
- no access to Bulk import history (only director)
|
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
|
Cardholder |
- access to the application
- submit own photo
- submit own supporting documents
- submit answers to custom field questions
|
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 Manager *Enterprise and A+ Plans |
- only able to approve/deny photos for specific other users who are associated directly to them
|