User Account Roles: Complete List of Tools Available to Each User Type
Roles: Admin, Billing Manager, and Technicians
Last updated: January 2020
The following user-role designations control access within the NextCentury system: Admin, Developer, Accountant, Technician, Billing Manager, and Property Operator.
User-Types Hierarchy
Access to tools, features, and information, are increased from the lower levels up toward full access at the Admin-level.
- Admin
- Technician
- Endorsed Technician
- Billing Manager
- Developer*
- Accountant*
- Property Operator
*Developer and Accountant user-types have access to additional tools associated with their role.
Note:
The "Endorsed Technician" user-type is a grouping designation to which different settings can be applied. The permissions are otherwise identical to the Technician user-type.
Typically this grouping is used by listing employees that work for the billing company as "Technicians" and listing outside independent contractors as "Endorsed Technicians."
View the designated tools and views which are available to Technician-type users.
System Interface: All user-types have account access to the Web Portal and Mobile App. Tools and features within either interface are limited by the user's role within the company or a specific property-listing which is being viewed.
User-Roles Per Property: Note that user-permissions can vary for a single user if permission designations have been set at a property level. For example, a single user could be an Admin on "Property A" and a Technician on "Property B."
All Company-Level System Tools and Components
- View of property stats - scoped to properties user has access to
- View/filter properties
- Create new property
- Upload new property (.SDF, .BAK, .CSV)
- View summary-type reports
- View company reports
- Edit company or property reports (unlocked)
- Unlock a locked company report
- Schedule a report and add report contacts
- Create a property report
- Create personal reports
- View portfolio alert summary
- Edit alert defaults
- Apply alert changes across properties
- View users & status
- Add or remove user
- View API documentation
- View and edit FTP information
- View invoices
- Add billing email contacts
- Enter payment information
- Directly connect to a device (301-family of devices)
- Edit device configuration
- View education resources
Property-Level System Tools and Components
- View property map and details
- Edit property details and contact info
- Mark installation as complete
- Make comments and upload files
- View charts and statistics for the property
- View unit usage
- Enable Gateway Cellular*
- Edit unit programming
- View Program page
- Edit property programming
- View company reports
- Edit company or property reports (unlocked)
- Create company report
- Create a property report
- Create personal reports
- View open alerts
- Dismiss open alerts
- Edit alert configuration
- View live equipment feed
- View users & status
- Add or remove user
- View meter-type summary
- Edit check-in interval
*Feature depends on configuration set by the property's billing company
Regarding Group Access: A user may have access to a property because their company has been granted Group Access to that specific property. The user-type permission on that property will be at a Technician or Billing Manager-level as designated when the Group Access was granted. This will be regardless of the user-type that this user typically has.
Permissions by User-Type for Company-Level System Tools and Components
| Administrators | Developer | Technician | Accountant | Billing Manager | Property Operator | |
| Dashboard access | X | X | X | X | X | X |
| Property List | ||||||
| View/Filter Properties | X | X | X | X | X | X |
| Create New Property | X | X | X | X | ||
| Upload New Property | X | X | X | X | ||
| Reports | ||||||
| View Summary-Type Reports | X | X | X | X | X | |
| View Company Reports | X | X | X | X | X | |
| Edit Reports | X | X | X | X | X | |
| Unlock a Locked Company Report | X | X | ||||
| Schedule a Report and Add Contacts | X | X | X | X | X | |
| Create Property Report | X | X | X | X | X | |
| Create Personal Reports | X | X | X | X | X | X |
| Alerts | ||||||
| View Portfolio Alert Summary | X | X | X | X | X | |
| Edit Alert Defaults | X | X | X | X | X | |
| Apply Alert Changes | X | X | X | X | X | |
| Users | ||||||
| View Users and Status | X | |||||
| Add or Remove User | X | |||||
| API | ||||||
| View API Documentation | X | X | ||||
| View and Edit FTP Information | X | X | ||||
| Billing | ||||||
| View Invoices | X | X | X | |||
| Add Billing Email Contacts | X | X | X | |||
| Enter Payment Information | X | X | X | |||
| Direct Content | ||||||
| Directly Connect to Device (301) | X | X | X | X | X | X |
| Edit Device Configuration | X | X | X | X | X | X |
| Education Access | X | X | X | X | X | X |
Property-Level System Tools and Components
| Administrators | Developer | Technician | Accountant | Billing Manager | Property Operator | |
| Details | ||||||
| View Property Map and Details | X | X | X | X | X | |
| Edit Property and Contact Info | X | X | X | |||
| Mark Installation as Complete | X | X | X | X | ||
| Make Comments and Upload Files | X | X | X | X | X | X |
| Delete Files and Comments | X | X | X | |||
| View Charts | X | X | X | X | X | X |
| Equipment | ||||||
| View Unit Usage | X | X | X | X | X | X |
| Enable Gateway Cellular | X | X | X | |||
| Edit Unit Programming | X | X | X | |||
| Program | ||||||
| View Program Page | X | X | X | X | X | X |
| Edit Unit Programming | X | X | ||||
| Reports | ||||||
| View Company Reports | X | X | X | X | X | X |
| Edit Reports | X | X | X | X | ||
| Create Company Reports | X | X | X | |||
| Create Property Reports | X | X | X | X | ||
| Create Personal Reports | X | X | X | X | X | X |
| Alerts | ||||||
| View Open Alerts | X | X | X | X | X | X |
| Dismiss Alerts | X | X | X | X | ||
| Edit Alert Configuration | X | X | X | X | ||
| View Live Feed | X | X | X | X | X | |
| Users | ||||||
| View Users and Status | X | |||||
| Add or Remove User | X | |||||
| Settings | ||||||
| View Meter-Type Summary | X | X | X | X | X | X |
| Edit Check-In Interval | X | X | X | X |