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ClassIT+ User Roles

Updated
ClassIT+™

ClassIT+ leverages user roles to make it easier for companies to manage their subscriptions, their users, and their licenses without limiting key functionality from the everyday user. 

Role Internal or External Feature Access Requires License  Subscription Level
Company Admin External Limited external features Yes All levels
Account Manager External Limited external features No National or Enterprise only
Customer External Limited external features Yes All levels

 

See the following to learn more about each role:

Company Admins

The primary Company Admin role is designated at the time of purchase. If only one license is purchased/assigned, that user is the Company Admin. A company may have up to five (5) Company Admins. However, only one can be designated as the primary.

Special notes regarding Company Admins:

  • Company Admins are indicated by an Admin badge on their user profile. 
  • The Company Admin role can be assigned/unassigned by another Company Admin or the Account Manager.
  • Company Admins can assign/unassign the Account Manager role.
  • Company Admins can access and manage all Company Settings.
  • The primary Company Admin is the main contact for the company.
  • The primary Company Admin receives all email notifications from NMFTA, including subscription renewal notices and receipts.
  • Non-primary Company Admins can receive receipts and renewal notifications if enabled in the Company Settings.
  • Company Admins manage all product subscriptions, including renewing and license management. 
  • Company Admins can enable the Company Common and create teams.
  • Company Admins can remove shared items from the Company Common. 
  • Company Admins have access to the inactive user report. 

Account Managers

The Account Manager role is optional. A company can have one (1) Account Manager, and this role is only available at the National and Enterprise subscription levels. 

Special notes regarding Account Managers:

  • An Account Manager can only access Company Settings and their User Profile.
  • An Account Manager automatically receives subscription renewal notices and receipts.
  • An Account Manager has access to the inactive user report.
  • An Account Manager can assign/unassign Company Admins.
  • An Account Manager can only be assigned/unassigned by Company Admins.
  • The license for an Account Manager does not count against the subscription's total number of licenses.

Customers

The Customer role is the default role for those non-administrative users. 

Special notes regarding Customers:

  • Customers can access all non-administrative features within ClassIT+.
  • Customers can access and manage their own User Profile.
  • Customers do not receive subscription renewal notices or receipts.
  • Customers do not have access to the inactive user report.
  • Customers can remove items they shared from the Company Common.

 

 

 

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