Advanced Task Management: Roles and Permissions

  • Updated

Neodeluxe Advanced Task Management provides five 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.

ATM Admin

Neodeluxe

  • Full access to Neodeluxe 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.

Neodeluxe Sidebar Extension 

  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 
  • Ability to create Single Tasks into a manual queue.

For Example: Director of Operations.

ATM Manager

Neodeluxe 

  • Partial access to Neodeluxe 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.

Neodeluxe Sidebar Extension 

  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 
  • Ability to create Single Tasks into a manual queue.

For Example: Case Management Team Lead.

ATM User

Neodeluxe

Partial access to Neodeluxe 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 regular and single tasks.

Neodeluxe Sidebar Extension 

  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 

For Example: Paralegal.

ATM Manual Task User

Neodeluxe

  • Partial access to Neodeluxe Task Management menu options: 
    • Tasks: Access to the assigned task resolution view in Neodeluxe through a direct link from the Extension. 
    • Allowed to manage the assigned task: Add Note, Snooze to User, Snooze to Queue, Resolve regular and single tasks.

Neodeluxe Sidebar Extension 

  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 
  • Ability to create Single Tasks into a manual queue.
  • Visibility and use of the Manual Triggers section.

ATM Overseer

Neodeluxe Client Portal 

  • Partial access to Neodeluxe Task Management menu options: 
    • Tasks: Access to the assigned task resolution view in Neodeluxe through a direct link from the Extension. 
    • Allowed to manage the assigned task: Add Note, Snooze to User, Snooze to Queue, Resolve regular and single tasks.

Neodeluxe Sidebar Extension 

  • Access to the Neodeluxe Sidebar Extension to manage assigned tasks or manually select tasks from the queue. 

 

ATM Admin ATM Manager ATM User ATM Manual Task User ATM Overseer
1. Access Dashboard Page
  • Queues & Tasks Metrics tab
Yes Yes No No No
  • User Metrics tab
Yes Yes No No No
2. Access Queues Page    
  • Queues List tab
Yes Yes: View-only No No No
  • Create queue (and task)
Yes No No No No
  • Edit existing queues
Yes Yes: View-only No No No
  • Go live
Yes No No No No
  • Manual Triggers tab
Yes No No No No
  • Trigger queue manually
Yes No No No No
3. Access Tasks Page    
  • Regular: Tasks From Queues tab
Yes Yes Limited access: Assigned tasks only, by clicking the link in the task card in the Chrome ext. Limited access: Assigned tasks only, and unassigned tasks. Limited access: Assigned tasks only, and unassigned tasks.
  • Edit existing tasks
Yes Yes No No No
  • Resolve tasks
Yes Yes Yes: Assigned tasks only Yes: Assigned tasks only.

Yes: Assigned tasks only

 
  • Manually assign tasks
Yes Yes No No No
  • Unassign tasks
Yes No No No No
  • Snooze to user (Snooze to me)
Yes Yes Yes: Assigned tasks only Yes: Assigned tasks only Yes: Assigned tasks only
  • Snooze to queue
Yes Yes Yes: Assigned tasks only Yes: Assigned tasks only Yes: Assigned tasks only
  • Reactivate/ Reopen tasks (Snoozed for user)
Yes Yes No No No
  • Single Tasks tab
Yes  Yes Limited access: Assigned tasks only, by clicking the link in the task card in the Chrome ext. Limited access: Assigned tasks only, and unassigned tasks. Limited access: Assigned tasks only, and unassigned tasks.
  • Edit single tasks
Yes Yes No No No
  • Resolve single tasks
Yes Yes Yes: Assigned tasks only. Yes: Assigned tasks only. Yes: Assigned tasks only.
  • Manually assign single tasks
Yes Yes No No No
  • Unassign single tasks
Yes No No No No
  • Snooze single task to user
No No Yes: Assigned tasks only Yes: Assigned tasks only Yes: Assigned tasks only
  • Snooze single task to queue
No No Yes: Assigned tasks only Yes: Assigned tasks only Yes: Assigned tasks only
  • Scheduled Tasks tab
Yes Yes No No No
  • Bulk Task Creation tab
Yes Yes No No No
  • Bulk Resolution tab
Yes Yes No No No
4. Access Admin menu     
Advanced Task Manager Setup page Yes View-only No No No
  • Assignment Configuration 
Yes View-only No No No
  • Labels
Yes View-only No No No
  • Processes
Yes View-only No No No
  • Resolution Codes
Yes View-only No No No
5. Neodeluxe Sidebar Extension
  • Claim, manage, and resolve assigned Regular/ Single Tasks From Queues
  • Scheduled tasks, and My Metrics
Yes Yes Yes Yes Yes
  • Create single tasks
Yes Yes No Yes No
  • Manual Triggers section
No No No Yes No
  • Trigger queue manually
No No No Yes No

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.