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External User Role Definitions
External User Role Definitions

What each external user role can do in a water purveyor's submission portal

Angela avatar
Written by Angela
Updated over a year ago

Overview

If you have external users that you want to use your submission portal, there are two roles you can create:

  • Technician

  • Admin

External users can be added on the Manage External Users page. Read below to learn about what each role can do in Syncta.

NOTES

  • If you want an external user to enter tests on behalf of other users, you must assign them the Admin role.

  • See our article about adding new external users to learn more.

Technician

If you have external users that you want to use your submission portal but only have access to limited information, you can assign them the Technician user role. Technicians can:

  • Only see pending and rejected tests assigned to them

  • Test assemblies that are assigned to them

  • View customers, service locations, and assemblies that are associated with tests assigned to them

  • Add new service locations (and related customers if not found)

NOTE: This option will only appear if the purveyor has allowed it on the Portal Options page. New service locations must be approved by the purveyor.

  • Add new assemblies for customers with tests that are assigned to them

  • Edit/replace assembly information associated with tests that are assigned to them

NOTE: Purveyors can choose on the Portal Options page whether they want to approve assembly changes before they go into effect or allow them to go into effect immediately.

  • Search for an assembly by Syncta ID or serial number

  • Search for an assembly by service location address

NOTE: This option will only appear if the purveyor has allowed it on the Portal Options page.

  • Edit their user information

  • Edit their gauge information

  • When applicable, view cart information

Admin

In addition being able to perform the same tasks as technicians, admins can also:

  • Delete assemblies for customers with tests that are assigned to them

NOTE: This option will only appear if the purveyor has allowed it on the Portal Options page. Deleted assemblies must be approved by the purveyor.

  • Add gauges

  • Edit gauge information for all users

  • Edit information for all users

  • Add/edit payment information

  • View payment history

  • View submission history

NOTE: External admin users cannot create new users. This must be done by the purveyor.

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