Client User Roles
Not to be confused with a Practice Role the Client User Roles control how Dashboards and Reporting Metrics work across Hindsight. These are the people in your practice responsible for getting work done at client level. This is very important as allocating users to the right clients at the right role will enable you to filter out a lot of noise.
The hierarchy in Hindsight is as follows:
- Partner – looks after a portfolio of clients potentially multiple managers reporting to them
- Manager – responsible for portfolio of clients and has users reporting to them
- User – bookkeeping and junior level more akin to dealing with transactional and volume of work
- Client – can have multiple users and managers but only one partner
A team consists of a manager and users and are reported as such i.e. on a manager dashboard if a user is allocated to a client they are responsible for they appear as part of that managers stats. By default each manager is a team for reporting purposes. A partner would then be looking at their managers to determine how each team is performing.
If you are allocated as a ‘user’ for a client and an alert setting is set to ‘user’ then you will see that information displayed on your dashboard. Alerts can also be assigned to individual users rather than a role. If you assign it to a role and have multiple ‘users’ with that role they will all have that alert in their alert list. Once the alert is completed it will be removed from all users lists so no duplication of effort.
The user role drives the information that is displayed on your dashboards. You could therefore be assigned alerts as a named individual and not as a ‘user’ on the client record and the data will not show in your dashboard. This allows for the most granular way to control the data in Hindsight. It is imperative that you update the client user roles for each user to ensure the accuracy of data and avoid inconsistencies.
If an alert default setting is assigned to a client user role and no user is allocated that role then alerts will be passed up the chain so they never get lost in the system i.e. if you allocate an alert setting to the user role and no one is assigned that role it will go the manager, then the partner and up to the account owner.
Edit User Access – Bulk
Within the Practice Admin screen under Users there is a column called Client Access which controls the user roles.
From the client access screen you can easily allocate the user to roles within a client. This is great when someone changes teams, new starters and leavers as its quick and easy for the admin to get them ready.
As alerts trigger daily if a member of staff leaves or is reassigned as long as you update the user roles accordingly the following day alerts and reporting metrics will then sit with the right person.
You cannot be a user, manager and partner for the same client. In line with the hierarchical structure each role will override the previous level i.e. if you are a user as shown below. Changing the role to partner will override the role of user.
Edit User Access – Client
User access to a client can also be amended at individual client level should you not need to work in bulk and only be making small changes. From the client overview click on the User Roles tab and here you can amend the roles assigned to users. Remember to save your changes.