Skip to main content

Commspace Users

User Roles and Capabilities in Commspace

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a month ago

Roles

Functionality

Permissions

Office User (Admin User)

Importing of statements

View & Edit

Linking and Unlinking of Clients

View & Edit

Allocating & Deallocating of statements

View & Edit

Clients, Products & Products Agreements Sections, settings, Partners, Agreements, Reports

View & Edit

Downloading of Unlinked but not the importing thereof

View & Edit

Dashboard (Home)

View & Edit

Clients

Download unlinked report

Office Viewer

Clients, Products & Products Agreements Sections

View

Products per client

View

Audit Trail (Recent Activity)

View

Training Tab

View

Commission Editor

Importing of statements

View & Edit

Linking & Unlinking of Clients

View & Edit

Allocating & Deallocating of statements

View & Edit

Dashboard (Home)

View only general production figures. Partner production graph is omitted.

Audit Trail (Recent Activity)

View

Training Tab

View

Clients, Products & Products Agreements Sections, settings, Partners, Agreements

No Access

Commission Viewer

Commission statements

View & Download

Statement items

View

Dashboard (Home)

View only general production figures. Partner production graph is omitted.

Audit Trail (Recent Activity)

View

Training Tab

View

Clients, Products & Products Agreements Sections, settings, Partners, Agreements, Linking, Allocating

No Access

Client Commission Viewer

Audit Trail (Recent Activity)

View

Training Tab

View

Clients, Products & Products Agreements Sections

View only

Commission and products per client

View only

Client Viewer

Clients, Products & Products Agreements Sections

View

Products per client

View

Audit Trail (Recent Activity)

View

Training Tab

View

If your office needs to add or remove a user, please email [email protected] with the necessary details.
​
​Important: All user management requests must come from an admin user within your office. This ensures that changes are properly authorized and helps maintain data integrity.
​
To add a new user, the admin should include the following information in the email:

  • Name & Surname

  • Phone Number

  • Email Address

Did this answer your question?