Role Level = Admin
Overview
The Roles are pre-populated in RatePoint and may not be modified. There are 3 Roles: Super-User, Admin, and User. Each level can access any lower level menu options plus the options for that level. These are the Roles and their menu options:
Super-User
Admin
User
This chart illustrates the menu options available by User Role:
Function |
User |
Admin |
Super User |
Home |
|||
Overview |
ü |
ü |
ü |
Lookup |
|||
List all Rates |
ü |
ü |
ü |
Find Rates by Zip |
ü |
ü |
ü |
Find Rates by Geocode |
ü |
ü |
ü |
Location |
|||
Create new Location |
ü |
ü |
ü |
List all Locations |
ü |
ü |
ü |
Unmapped Locations |
ü |
ü |
ü |
Import Locations |
ü |
ü |
ü |
List All Imports |
ü |
ü |
ü |
Report |
|||
All Rate Changes |
ü |
ü |
ü |
Rate Changes in Location |
ü |
ü |
ü |
City Tax Risk Report |
ü |
ü |
|
Admin - Company |
|||
Create new Company |
ü |
||
List all Companies |
ü |
||
Create new Sub Company |
ü |
ü |
|
List all Sub Companies |
ü |
ü |
|
Admin - Users |
|||
List all Roles |
ü |
||
Create new User |
ü |
ü |
|
List all Users |
ü |
ü |
|
Admin - Rates |
|||
List all Rate Updates |
ü |
||
Incremental Rate Update |
ü |
||
Replace Master Rate File |
ü |
||
Admin - STJ Mappings |
|||
Create new Mapping |
ü |
||
List all Mappings |
ü |
||
Import Mappings |
ü |
||
List all Imports |
ü |
||
Admin - Settings |
|||
Geospatial |
ü |
||