Q&A - User Management 2.0

See the list of questions and answers we've gathered over time.

Where do I start?

In a nutshell.

Determine who are the users that need to use the Umbrella platform.
Categorize them by their respective business roles in your organization.
If you can define Cost Centers in your organization - even better.
Detemine the access they need to have - to which accounts, to all accounts
Detemine the actions they need to do - Viewing, editing.
Use the umbrella built-in roles to create your own roles, matching the definitions above
Assign the roles to the relevant users.

I need to give access all the accounts, now and in the future

Check the "full access" box in the relevant role's data access tab. From now on, this role has access to all the accounts you have in your organization, now and in the future.

I keep adding and removing sub accounts to my account, can I make sure I don't miss any of them?

Yes. Assign the entire Account (Payer / Billing) to the role, and Umbrella will keep track of sub accounts added or removed from it for you. The users assigned with that role, will keep having access to any sub account included in the Account.

What are the benefits in using Cost Centers?

Using Cost Centers has benefits for Roles and Responsibilities definition, as well as data viewing.

When you assign a Cost Center to a role, any sub account added or removed from the cost center is tracked by the Umbrella platform, allowing the users to have their full Cost Center monitoring at all times with no hassle.
You can define your organization's hierarchy using multiple layers, allowing larger divisions to include smaller departments. Just make sure the sub-accounts are linked to the bottom of the org tree, meaning to Cost Centers that have no sub cost centers.
When viewing data, you can choose the Cost Center as a filter, allowing you easy filtering of the data.

What is the easiest way to define a role?

Look at the list of built-in roles included in the Umbrella platform. Find the ones that can be combined quite close to what you want to achieve.
Create a new role - Give it a meaningful name and description
Choose the built in role, or several built-in role as sub-roles to your role.
Continue the configuration
- Update the permissions
- Update the Data access, using Cost Centers.
Assign it to users.