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What is the Primary Admin role?

Last Updated: June 2024

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 is 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.

The following settings correspond to and may be set for each user depending on which role they are:

Admins

  • Admins may see user level detail of all users Admin and below, but may not edit the detail of other Admin users or the Primary Admin.

  • Allow this user to change user settings for all other users. Proceed with caution!

    • Set to ON by default

    • Allows an Admin user to edit the User Settings for Non-Admin users

    • Admins may not change this in their own settings

  • Allow this user to edit, modify, or deactivate existing users in your account.

  • Allow this user to add or invite new users to your account.

    • Set to ON by default

  • Allow this user to deactivate individual devices and create inventory adjustment events.

    • Set to ON by default

  • 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

  • Allow this user to CHANGE container catalog numbers.

    • Set to OFF by default

    • If ON, this allows the Admin to edit the catalog number for containers only, never for devices.

  • Allow this user to create and modify/manage ALL event types.

    • Set to ON by default

    • When set to OFF, Admin can only see events but may not edit them. The field are locked and the create button is not available.

  • Allow this user to create Transfers and Request on behalf of other users.

    • Set to ON by default

    • When set to OFF, Admin 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 upload and edit facility pricing.

    • Set to ON by default

    • If set to OFF, admin may see facility prices, but not create or modify them.

  • Allow this user to create and modify Physicians, Facilities, Procedures, and Manufacturers.

    • Set to ON by default

    • If set to OFF, admin 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 set to OFF, Reports section is hidden

  • 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, Admin 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, Admin 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 Sale 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