The following shows how to review and when rights exist, make changes to User Access level within your Cost Centre group.
Bluewater Connect Access to information is controlled in Portal User settings. These are set up by your CSM when onboarding.
Portal Users can also update access through the portal UI for any Users under their Cost Centre access level. When changes are required above your level you will need to go to the Portal Administrator for approval and change.
1. See the reporting hierarachy you have access to by Clicking on Cost Centres in the Organisation menu tab.
This will show you the level of cost centres and associated services, devices and billing information you will be able to see.
2. Click through the hierarchy under your view.
By clicking through the hierarchy you will see what level of information you can access. All reports under your login will be able to drill down in the accessible Cost Centre hierarchy.
3. What you will see under your Access Rights
Your Cost Centre Access rights will show you the Services, Devices and Billing set as being owned your cost centre, as well as any billing recharges from other Cost Centres (known as Cost Centre Allocation).
4. Click on the Cost Centre name for further details
See Hierarchy, name, group, GL code and external IDs for Cost Centre management
5. Click on Portal Users under settings wheel to change Access Level
6. Click on User email address
7. Click on Edit
8. Select Specific Access: This portal user can see and manage only specific cost centre/s
You can choose access level under the hierarchy you can see for the User. This is the domain of your control.
9. Click on the level of Access you want to apply
10. Under User you can also Control Access levels on a more Granular level.
Click on User Persona for pre-set Access (eg Cost Centre Manager), or customise access to sections and rights with access.
