Advanced Task Management Roles and Permissions

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Neodeluxe Advanced Task Management provides three distinct user permissions, allowing your internal staff to manage tasks based on their roles. Each staff member can be assigned one or multiple permissions as needed. For more information on how each role views Advanced Task Management pages, please visit Advanced Task Management Views and Interfaces by Role.

All roles have access to the Task Manager via the Neodeluxe Sidebar Extension. For more information on accessing the Neodeluxe Sidebar, please visit Neodeluxe Sidebar Setup & Login.

Admin User (atm_admin)

    • Full access to Neodeluxe Client Portal Task Management menu options:
      • Dashboard (Queues & Tasks Metrics tab, and User Metrics tab).
      • Queues (Queues List tab, and Manual Triggers tab): Allowed to view, create, edit, and soft delete (deactivate) queues and tasks, and trigger tasks manually. 
      • Tasks (Regular: Tasks From Queues tab, and Single Tasks tab). Allowed to manage regular tasks and single tasks.
    • Full access to the Admin menu, Advanced Task Manager Setup page, that allows the following setups:
      • Assignment Configuration.
      • Labels.
      • Processes.
      • Resolution Codes.
    • Full access to the Admin menu, General page, Users option, for assigning labels to the users.
    • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 

    For Example: Director of Operations.

Manager User (atm_manager)

  • Partial access to Neodeluxe Client Portal Task Management menu options: 
    • Dashboard (Queues & Tasks Metrics tab, and User Metrics tab).
    • Queues (Queues List tab, and Manual Triggers tab): Allowed to only view queues but cannot create or edit them. Cannot trigger tasks manually. 
    • Tasks (Regular: Tasks From Queues tab, and Single Tasks tab): Allowed to manage  regular tasks and single tasks: Edit Priority, Due Date, Add Note, Snooze to User, Snooze to Queue, Resolve tasks, and manually assign unassigned tasks. 
  • View-only access to the Admin menu.
  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 

For Example: Case Management Team Lead.

Member/Everyday User (atm_user)

  • Partial access to Neodeluxe Client Portal Task Management menu options: 
    • Tasks: Access to the assigned task resolution view in the Neodeluxe Client Portal through a direct link from the Extension. 
    • Allowed to manage the assigned task: Edit Priority, Due Date, Add Note, Snooze to User, Snooze to Queue, Resolve tasks.
  • No access to the Admin menu.
  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 

For Example: Paralegal.

Permissions Overview

  atm_admin atm_manager atm_user
Access Queues page Yes View-only No
Access Tasks page Yes Yes Limited access: Assigned tasks only
Create new tasks Yes No No
Edit existing tasks Yes Yes No
Resolve tasks Yes Yes Yes
Manually assign tasks Yes Yes No
Re-assign tasks Yes No No
Snooze tasks Yes Yes Yes: Assigned tasks only
Admin setup page Yes No No
Create and manage queues Yes View-only No
Create and manage labels and resolution codes Yes No No
View reporting and dashboards Yes Yes No
Claim, manage, and resolve assigned tasks in Sidebar Yes Yes Yes

 

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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