Type of roles
OnePoint has the following predefined roles, but it also has the flexibility to allow its administrators to create the roles that are necessary for the operation and requirements of the business.
Types of roles
- Fulfillment: Has read permissions, can request quotes, update quotes, and process refunds. Doesn't have access to the admin screen.
- Robot Account: This user can only use the API (server for making requests without the interface) and read requests. Cannot create or update quotes, access admin accounts, or process refunds.
- Viewer: Only has read permissions and cannot perform any actions on the platform.
- Travel Agent Admin: Can create quotes, read, and update quotes/documents but cannot process refunds. In the admin section, it can only view the user management window.
- Disabled: Used when you want to disable someone without deleting their account. This user has no access to the platform or any actions within it.
Each role has the capability of having the following permissions. The permissions on each role will define what they're able to do.
Role permissions
Capabilities
Below is a list of the features and permissions enabled by default for your understanding:
Admin
Menu for managing roles, users, and other needs.
- enabled → Enables any role to view the Admin section in the top menu of Onepoint
Document
View the details of a refund
- read → Enables the Refund Candidate view
Documentation
Library for all available manuals.
- read → Displays the Documentation button in the upper right menu
- request → Enables the user to access manuals according to their role profile
2.1 Zendesk → Guide for using the Zendesk tool. Only available if Zendesk.request = true
2.2 Role and User → Guide for role and user management. Only available if Roles.read and Users.read
2.3 Onepoint → Available for roles with Documentation.read and Documentation.request
Fulfillment
Related to the refund process after its quote.
- create → Allows you to execute the refund process
Quote
Creation and edition of a Refund Candidate
- update → Allows you to edit a quote and save those changes
- create → Allows to create a quote directly from Onepoint
Request
Refund menu in Onepoint.
- read → Enables the Refund menu in Onepoint
Roles
Roles administration menu.
- read → Enables the Roles view in the Admin section
- create → Allows the creation of roles
- update → Allows the editing of roles
Users
User Management menu.
- read → Enables the User Management view in the Admin section
- create → Allows the creation of new users
- update → Allows the editing of existing users, including disabling if necessary
Waivers
Waiver management menu.
- read → Enables the Waivers view in the Admin section
- create → Allows the creation of new waivers
- update → Allows the editing of existing waivers, including their deletion if necessary
- selectOptions → Enables the drop-down menu with parameterized Waivers
- freeText → Enables the free text option to manually enter any value as a Waiver
Webhooks
- read → Enables the Webhooks view in the Admin section
- update → Allows editing an event subscription
- create → Allows creating an event subscription
- delete → Allows deleting an event subscription
Zendesk
Deal Engine support tool.
- request → Enables the user to log in to Zendesk and create tickets
Updated about 18 hours ago