System Admin

Kurtosys User Roles

200 views June 20, 2018 January 7, 2019 Leandi Kolver 0


Client Admin

When your organization is setup inside of Kurtosys, you can opt to grant certain members of your firm a special role that we call “Client Admin”.

As a Client Admin, members of your team will be able to:

  • Create new users and assign them roles.

  • Create roles and assign permissions to those roles so that they have access to specific modules and configurations.

  • Create template based Portals in the App Manager


A User can access or interact with any module and feature associated with their Role allocation assigned to them by the Client Admin.

A User does not have access to Management or Module Configuration.


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