Welcome to Ideagen Quality Control Essentials! Here’s what you need to know in order to get you and your team members ballooning and reporting:
Support Hours:
Monday-Friday, 8:30am to 5:30pm Eastern
Phone: 888-984-3199 ext 2
Get in touch with us to find out the training options available and to book your slot.
Account Role | Capabilities & permissions |
Administrator |
|
Planner |
|
Reviewer |
|
Billing | Billing users can only view or edit billing information |
Planner w/billing | This role combines the functionality of the planner role as well as the billing role. |
Admin |
Planner |
Reviewer |
Billing |
|
View/edit billing info |
✔ |
Optional |
X |
✔ |
Can purchase or renew seats |
✔ |
Optional |
X |
✔ |
Can add users, edit user settings |
✔ |
✔ * |
X |
X |
Can add parts, create reports |
✔ |
✔ |
X |
X |
Can create report templates |
✔ |
✔ |
X |
X |
Can view parts, download completed reports |
✔ |
✔ |
✔ |
X |
Can access restricted drawings |
✔ |
Optional |
Optional |
X |
*Planners can add other planners and reviewers, but cannot add or edit admins.
Admins can set restrictions for which drawings and reports Planner or Reviewer users can access. Simply navigate to "Account Settings", click "Seats", and select "Unrestricted" or "Deny ITAR" from the dropdown menu.
When an Admin or Planner user is creating a new part, they can select whether the part will be restricted in the "Part Information" panel by selecting "None" or "ITAR/EAR" from the Document Control dropdown menu. A Planner who has not been given access to restricted parts will not have this option in the part information panel.
Because the Admin user is a paid seat, in certain cases, an Admin user may wish to set another user as an Admin and themselves as a Billing or Reviewer user. To do this, the Admin user can navigate to the "Account Settings" page, click "Seats", and select the "Admin" role from the dropdown for the user they wish to change. Admin users may select a lower level of access for themselves, such as Planner, Billing, or Reviewer. However, a user with a lower level of access cannot change their role to a higher level.
In the event an Admin user leaves your organization, we recommend that the user's email address is redirected to the new Admin user. They can then reset the Admin password, and take possession of the Admin account using the role switching procedure detailed above.
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