If you’re a ConnectSx admin user, then you’re probably already familiar with our User Settings and Admin Controls. As of June 13, 2023, we’ve created a new level of control over user settings and a new role to go with it: the Primary Admin.
Note: if you were an admin prior to June 13, 2023, and are now not a primary admin, your role will be considered Operations in ConnectSx.
Each Organization using ConnectSx will have at least one Primary Admin user, created by the ConnectSx team (typically during account configuration). The Primary Admin has access to all features and functionality, including the ability to manage user access settings for all other users in the Organization's account. Please review the article below for details on the various user settings the Primary Admin is able to manage.
The following settings can be accessed by the Primary Admin in the “User Detail” screen of each individual user in the Organization. These settings are organized by role. The Primary Admin will only see the settings appropriate to the role of the specific user they are viewing.
Admin users may promote other operations users to Admin users at any time, but there will always be one Primary Admin.
The following settings correspond to and may be set for each user depending on which role they are:
Operations
Operations users may see user level detail of all users Operations and below, but may not edit the detail or settings of other Operations users or the Admins.
Update User-Level Settings: Allow this user to change user settings for all other users. Proceed with caution!
Set to ON by default
Allows an Operations user to edit the User Settings for Non-Admin users
Admins may not change this in their own settings
Manage Existing Users: Allow this user to edit, modify, or deactivate existing users in your account.
Invite or Create New Users: Allow this user to add or invite new users to your account.
Set to ON by default
Make Inventory Adjustments: Allow this user to deactivate individual devices and create inventory adjustment events.
Set to ON by default
Create New Inventory: Allow creation of new inventory
Set to ON by default
When set to OFF a user may not manually create inventory, import inventory, or delete imports
Edit Container Catalog Numbers: Allow this user to CHANGE container catalog numbers.
Set to OFF by default
If ON, this allows the user to edit the catalog number for containers only, never for devices.
Edit Catalog Numbers: Allow this user to EDIT catalog numbers
Set to OFF by default
If ON, this allows the user to edit catalog numbers.
Remove Expiration Dates: Allow this user to REMOVE expiration dates from inventory items
Set to OFF by default.
If ON, this allows the user to remove expiration dates from inventory items.
Create Shipping Labels: Allow this user to use the organization's shipping account to generate shipping labels to ship stocking orders and transfers
Set to OFF by default
Create and Manage Events: Allow this user to create and modify/manage ALL event types.
Set to ON by default
When set to OFF, user can only see events but may not edit them. The field are locked and the create button is not available.
Manage Inventory Movements: Allow this user to create Transfers and Request on behalf of other users.
Set to ON by default
When set to OFF, User can only see requests and transfers, but may not edit them. The fields are locked and the create button is unavailable, preventing them from taking any action on requests or transfers. Request recipes and locations will be hidden.
Manage Facility Pricing: Allow this user to upload and edit facility pricing.
Set to ON by default
If set to OFF, user may see facility prices, but not create or modify them.
Manage Directory Items: Allow this user to create and modify Physicians, Facilities, Procedures, and Manufacturers.
Set to ON by default
If set to OFF, user may only see directory times, not create or modify them.
View Looker Reports / Visualizations: Allow this user to view and create all reports.
Set to ON by default
When set to OFF, Reports section is hidden
Manage Integrations: Allow this user to view and modify the integrations section
Set to OFF by default
When set to ON, the Integrations Tab is displayed
Regional Managers:
Allow this user to create Transfers and Request on behalf of their assigned users.
Set to ON by default
When set to OFF, user can only see requests and transfers, but may not edit them. The fields are locked and the create button is unavailable, preventing them from taking any action on requests or transfers. Request recipes and locations will be hidden.
Allow this user to view and create all reports.
Set to ON by default
When set to OFF, the Reports section is hidden
Allow this user to add or invite new users to your account.
Set to ON by default
Allow this user to create and modify/manage ALL event types for their assigned users.
Set to ON by default
When set to OFF, user can only see events but may not edit them. The fields are locked and the create button is not available.
Allow Regional Manager to view Commissions
Set to ON by default
Allow Regional Manager to view facility pricing
Set to ON by default
Allows user to see, but not modify Facility Pricing
If set to OFF, the user is unable to see Facility Pricing
Distributors
Allow this user to view their commission rate and the commission rates of their assigned users.
Set to OFF by default
Allow this user to modify ANY device price in an event, even for items with contract prices loaded.
Set to OFF by default
When set to ON, a distributor is allowed to modify any price in an Event, even if the facility has associate price sheets
Require this user to upload a patient sticker image BEFORE they can submit an event for billing
Set to OFF by default
When set to ON, the Distributor must attach the required documents BEFORE the case can be submitted for billing
Documents that can be required include Patient Sticker and Device Labels
Require this user to upload device label images BEFORE they can submit an event for billing
Set to OFF by default
When set to ON, the Distributor must attach the required documents BEFORE the case can be submitted for billing
Documents that can be required include Patient Sticker and Device Labels
Allow this user to create and modify their own Physicians, Facilities, Procedures, and Manufacturers.
Set to ON by default
If set to OFF, user may only see directory times, not create or modify them.
Allow this user to view and create all reports.
Set to ON by default
When OFF, the Report section is hidden (only the Export tab is visible)
Allow this user to add or invite new users to your account. Added users will be assigned to THIS user only.
Set to ON by default
Allow this user to edit, modify, or deactivate their currently assigned users.
Set to ON by default
When set to OFF the user can see relevant user records, but cannot modify them
Allow this user to create and modify BOMs for their individual use. They CANNOT modify BOMs created by someone else.
Set to OFF by default and the BOM section is hidden from view
When set to ON, the user can see the BOM section, create BOMs, or Modify BOMs for their own use
Allow this user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
Set to OFF by default
Sales
Allow this user to view their commission rate.
Allow Sales user to Create and Manage BOMs
Set to OFF by default
When set to ON, the user can see the BOM section, create BOMs, or Modify BOMs for their own use
Allow this user to modify ANY device price in an event, even for items with contract prices loaded.
Set to OFF by default
When set to ON, a Sales Rep is allowed to modify any price in an Event, even if the facility has associate price sheets
Require this user to upload a patient sticker image BEFORE they can submit an event for billing
Set to OFF by default
When set to ON, the Distributor must attach the required documents BEFORE the case can be submitted for billing
Documents that can be required include Patient Sticker and Device Labels
Require this user to upload device label images BEFORE they can submit an event for billing
Set to OFF by default
When set to ON, the Distributor must attach the required documents BEFORE the case can be submitted for billing
Documents that can be required include Patient Sticker and Device Labels
Allow this user to create and modify their own Physicians, Facilities, Procedures, and Manufacturers.
Set to ON by default
Allow this user to VIEW existing contract prices. They will NOT be allowed to modify those prices.
Set to OFF by default