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Company Admin - Default Roles

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Hi Team,

A partner has requested that the Company Admin default roles be changed (specifically for FS&S and Notary) to "Administrator" as opposed to "User + Administrator". When the services are initially enabled for a customer with the User + Administrator role then User quota is consumed and billed which not only catches SP off guard but also makes it more difficult to change that setting later.

Currently the SP would need to navigate to the User account, uncheck the 'Company Admin' box then make sure all of the appropriate sub-roles are checked and select the desired role from the respective dropdown.

 

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Posts: 2
Comments: 1727

Hello.

As far as I could see there's no feature request for that because that's how the product works, it's not a feature properly it's more related with the product usability. You must uncheck the Admin box to uncheck after the other services by default.

I have passed the message to the team so we can improve improve the usability. Thanks for you feedback and feel free to participate anytime.

Thanks.