Michael Dunteman

Currently, agents are able to make new users, but are not able to create or edit organizations.

As a customer that imported clients from a previous platform, our organizations were not in the system.  Going through 10s of thousands of clients to create and associate organizations would be a huge task to undertake.  Therefore, it makes more sense for our agents to create the organizations as they encounter clients that have not yet been associated with the appropriate organization. 

However, it appears that currently we have to give all of our agents "ADMIN" access in order for this to be possible, unless we upgrade to a far more expensive plan.

When posed to support, this was the answer we received:

The default agent role does not have the permission to create organizations. Creating organizations is only allowed for Admins unless you have the option to create custom roles (for Enterprise plans).

 

It would be very helpful for agents to be able to do this, otherwise, we have to slow down the workflow and have each agent let an admin know to create the organization and associate multiple customers.

I do not like having all of our agents have administrative privileges, because that is asking for problems