Advanced Task Management Roles and Permissions

  • Updated

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

atm_admin

Admins can manage all aspects of Advanced Task Management have full access in Neodeluxe, including:

  • Access to Dashboard, Queues, and Tasks, and Admin setup pages in Neodeluxe
  • View, create, edit, and deactivate queues and tasks
  • Create and manage labels, resolution codes, and resolution group codes
  • Assign labels to users
  • View reporting and dashboards
  • Receive and solve tasks in the Neodeluxe Sidebar

Example: Director of Operations

Supervisor

atm_supervisor

Supervisor permissions are focused on overseeing task workflows, and have partial access to Advanced Task Management in Neodeluxe, including:

  • Access to Dashboard, Queues, and Tasks pages in Neodeluxe, but no access to admin setup pages
  • View-only access to queues, but cannot create or edit queues
  • Can view, monitor, and edit existing tasks, but cannot create tasks
  • View reporting and dashboards
  • Receive and solve tasks in the Neodeluxe Sidebar

Example: Case Management Team Lead

Task Resolver

atm_task_resolver

Task Resolvers have limited access to the Neodeluxe application, with permissions focused on task completion. They can:

  • Limited access to Tasks page in Neodeluxe to view, snooze, add notes, and resolve assigned tasks
  • Access assigned tasks through the Neodeluxe Sidebar extension, including:
    • Request the next automatic task
    • Manually claim tasks
    • Snooze assigned tasks
    • Add notes
    • Resolve assigned tasks
    • Manage assigned tasks in Neodeluxe through a direct link in the Sidebar

Example: Paralegal

Permissions Overview

  Admin Supervisor Task Resolver
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

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