What is a security group
Utilmate provides seven levels of access for different users. Security groups are assigned to a user to control which menus, screens, and processes the user has access to.
Important: A user can be assigned to multiple security groups.
Security Group |
Access Description |
Read Only |
No reports, no maintenance, no dashboard and read-only access to all customer screens. |
Standard |
No reports, no maintenance, no dashboard and read/write access to customer screens. |
Reporting |
Access to all reports. |
Meter Reader |
Access to manual reading screens. |
Manager |
Access to Charge, Receipt and Adjustment Approval, New and Undelivered SMS Messages, New and Undelivered Email Messages and New and Undelivered Posted Mail dashboard items. |
Billing |
Access to Billing Exceptions, Run Scheduled Tasks, Import Meter Reads dashboard items. |
Administrator |
All-access (all reports, all maintenance, all dashboard items). |
Note: Each security group has default settings for Invoice extensions. https://utilmate.zendesk.com/hc/en-us/articles/360035768074-Extending-an-invoice-due-date
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