Updated User Roles Coming to EQR

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Renee
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Joined: 10/10/2012 - 14:25
Updated User Roles Coming to EQR
The current user role access is going to be changing slightly next week. So, if any users have any of the roles below there will be some changes. If any of your company users need different access due to the changes please contact Systrends Support eqrsupport@systrends.com 
 
Agent Role - No changes are happening. This role has access to all tabs and can create and submit filings.  They do not have access to Agent Company Library to create companies or User Library to create users. Contact an ITSystemAdmin role to create companies or users (for most companies this will be Systrends support contact)
 
Administrator Role - is now going to be a new role called Staging Manager. They will have access to Staging Library, Reports, and Help Tab. They will have the ability to load Contracts AND Transactions in Staging ONLY.  They can't create new filings or companies or users...and they will not have access to Agent Tab or Seller Tab.
 
Contract Manager Role - Will be the same access as Staging Manager but only have the ability to load contracts... If they try to load Transactions an error will occur. They will no longer be able to see the filing tab
 
Transaction Manager Role - Will be the same access as Contract Manager but only have the ability to load transactions... if they try to load Contracts there should be an error. They will no longer be able to see the filing tab
 
Reviewer Role - No changes.  This role can review filings and other users staging filings but cannot edit, create or delete anything
 
Executive Role - No changes.. they only review Reports
 
All Manager roles that only have access to staging will only be allowed to view and copy forward the staging filings that their user name created (and no one else’s)…
 
These updated sroles hould be available on your EQR server by Friday January 30th
 
Keep in mind User Names can only have ONE role access level (not multiple)
 
If you have any question please contact EQR support or Renee Damaske (renee.damaske@systrends.com)