What are the different user access roles and permissions?

PERSUIT offers four advanced access levels, with the following permissions:

Group Manager:

• Adjust savings for any request.
• Manage request tracking at a group-wide level.
• Panel Management access to create, edit and delete provider lists for your group (standard users have view-only).

Template Manager:

• Create, edit and publish request templates.

Insights Manager:

• Insights, Qlik-powered in-app reporting and data exports.
• Real-time Business Review data report to support provider relationship management.
• Program Benchmarking to understand how your organization stacks up against others on PERSUIT.

Auto-Share:

• Access to all requests created and sent by other client users in the team(s) you are a part of.
• This role should be limited to a select few individuals responsible for overseeing and monitoring all activity for that team. Please reach out to your designated CSM if you have any questions regarding your organization's teams. 

A standard user has none of these advanced permissions but can be assigned some or all of the them as needed.

You can view this article here to learn how to find what permission levels you currently hold. 

Please email our support@persuit.com to be assigned any of these permissions/roles or given auto-share to a specific team. Please cc a colleague who oversees PERSUIT usage, to validate your request.

There are different permissions for firm users, such as designated contacts to receive all proposal invitations.