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Manage user security levels in your Utilmate account

Security groups can make it easy to assign a predetermined permission level to a user login.

Utilmate accounts have up to six security groups of access available for users: Read-only, Standard, Reporting, Manger, Billing, and Admin. 

We've outlined the different security group access levels below.

Security groups

Read Only
No reports, no maintenance, no dashboard and read-only screens.

Standard
No reports, no maintenance, no dashboard and read/write access to screens.

Reporting
Access to all reports.

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).

 

Learn how to:

  Add or remove users from security groups

  Add, edit or delete users

  Add or remove users form departments

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