Example of General Role Usage—Customer Admin and Customer User Roles

Joe works for Acme Corporation. He was automatically assigned the Customer Admin role because he was the person who registered Acme Corporation with Inovisworks. Upon registering, he obtained:

A Customer ID which identifies the company on Inovisworks.

An account (PSN) for the Miami Division.

Note: After registering, Joe added a second Account (PSN) for the Detroit Division.

To manage Acme’s accounts, the following roles are available:

A Customer Admin can access information for all accounts (PSNs) associated with a customer company ID on Inovisworks, and can create additional user profiles with a Customer Admin or Customer User role assigned.

A Customer User can access only the account (PSNs) to which they are assigned.

In this example, Joe assigned a Customer Admin role to Judy and assigned Customer User roles to Mary, Dave and Sam. Mary was granted access to the Miami Division account (PSN). Dave and Sam were granted access to the Detroit Division account.

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