Roles
All users need to be assigned to one or several roles to be able to use the system. Which role a user has defines what he or she can do in the system.
The table below describes the different roles available for Qmatic Experience Cloud. Note that one auth group can be mapped to more than one role.
ID | Name | Access permissions |
|---|---|---|
PORTAL_ACCOUNT_ADMIN | Account Administrator | Full access to Accounts & Systems. Restricted to Qmatic representatives. |
PORTAL_SYSTEM_ADMIN | System Administrator | Full access to Organization Full access to Global appointment configuration Access to account settings:
Read access to Plan view (branch specific) Read access to Book view (branch specific) |
PORTAL_CONFIGURATIONS_ADMIN | Portal Configurations Admin | Full access to global and branch-specific appointment configuration Full access to Open Hours functionality |
PORTAL_APPOINTMENT_MANAGER | Appointment Manager | Full access to branch-specific appointment configuration Full access to Plan view Read access to Global appointment configuration |
PORTAL_CALL_CENTER_STAFF | Call Center Staff | Full access to Book view Limited access to Plan view (can see and manage appointments) |
PORTAL_RESOURCE_STAFF | Resource Staff (PLANNER_VIEWER previously) | Limited access to Plan view (can change their own availability and manage their own appointments) |
VISIT_MANAGER_CONCIERGE_STAFF | Concierge Staff | Grants access to the Check in menu item. |
VISIT_MANAGER_COUNTER_STAFF | Counter Staff | Grants access to the Serve and the Monitor queues menu items. |
VISIT_MANAGER_OPS_MANAGER | Ops Manager | Grants access to the Monitor operations menu item. |
VISIT_MANAGER_ADMINISTRATOR | Visit Manager Administrator | Grants access to the Visit manager menu item. |
VISIT_MANAGER_REPORTS_STAFF | Reports staff | Grants access to the View reports menu item. |