Roles and permissions
What each person can do depends on their role. What they can see depends on their depots.
Starting roles
Each company starts with four roles from MCS. Admins can change what they allow, or add their own in Settings, Roles.
| Role | Can |
|---|---|
| Viewer | See work items in their depots and mailboxes |
| Reviewer | Act on work items and approve into MCS up to their limit. Also act on many at once, and change contacts |
| Workflow manager | As Reviewer, and build and publish workflows, manage fields and MCS lookups, and manage mailboxes |
| Admin | Everything, including people, roles, the MCS connection and company settings |
By default, only Admins can accept changed bank details, unblock contacts, and see the activity log and usage.
The permissions
Roles are made from this list:
| Permission | Allows |
|---|---|
| See work items | Open the inbox, work items and dashboard |
| Work on work items | Correct values, resume, reject, mark as dealt with |
| Approve work items | Approve into MCS, up to the approval limit |
| Act on many at once | Bulk actions in the inbox |
| Change contacts | Edit and confirm contacts |
| Accept changed bank details and unblock contacts | Accept changed remembered values, and block or unblock contacts |
| Change workflows | Build and edit workflows and email templates |
| Publish workflows | Make a workflow live |
| Manage mailboxes | Add and change addresses and virtual mailboxes |
| Manage fields and MCS lookups | The field library and MCS endpoints |
| Manage the MCS connection | The MCS connection, and downloading install scripts |
| Manage people, roles and teams | Users, roles and teams, and sharing saved inbox views |
| Manage company and security settings | Company, working days, depots and approvals |
| See the activity log | The activity log |
| See usage | Usage figures |
Depots and approval limits
When you invite someone, you choose:
- Depots: all depots, or only some. People only see work for their depots.
- Approval limit: leave blank to use the role's limit. A work item over a person's limit shows "Over your limit of £5,000. Assign it to someone who can approve it."
Teams
Teams group people, optionally for one depot. Workflows can send work to a team, and team members see it in the My team view. Set up teams in Settings, Teams.
Changes that need a second admin
Some sensitive changes, such as a new MCS login, need a second admin to approve them. They wait in Settings, Approvals. Nobody can approve their own request.
The last admin in a company cannot be removed.