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      Account Management
      • 09 Aug 2023
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      Account Management

      • Updated on 09 Aug 2023
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      Article Summary

      Roles

      In the WACM AG feature, Governance users have more roles to choose from than standard WACM control accounts.

      The features available for each AG role are listed below. Note that the word "Plus" in the role nomenclature indicates the addition of sub-account permissions to the role.

      Governance RoleProfile and AccountUsersSub-Accounts, Usage, and Invoices
      Governance AdminView and update.View, create, edit, disable, and delete.View, search, and filter.
      Governance Plus AdminView and update.

      Update account settings. Extend trial. Update trial account to paid account.      		View, create, edit, disable, and delete.View, search, and filter.

      Create, update, and delete sub-accounts.

      Export sub-account usage information and invoices.
      Governance StaffView and update.View.View, search, and filter.
      Governance Plus StaffView and update.

      Update account settings. Extend trial. Update trial account to paid account.      		View.View, search, and filter.

      Create, update, and delete sub-accounts.

      Export sub-account usage information and invoices.
      Governance Plus Staff (Lite)View and update.

      Update account settings. Extend trial. Update trial account to paid account.      		View.View, search, and filter.

      Create and update sub-accounts.

      Export sub-account usage information and invoices.
      Governance ViewerView and update.View.View, search, and filter.
      Governance Plus ViewerView and update.View.View, search, and filter.

      Restricting Governance Users: Changing a User's Role

      After a Governance Plus user (Admin, Staff, or Viewer) is created, an Admin-level user can restrict sub-account permissions by changing the user from a Plus role to a non-Plus role. This restricts the AG user from creating, suspending, or deleting a sub-account under a control account.

      You must be an Admin to change a user's role.

      To change a user's role:

      1. Click on your username in the menu banner and select My Profile.

        nav-profile

      2. Click the Users tab to display a list of users.

        profile-users

      3. On the Users page, click ⋮ at the right of the user's entry. Then, click View.

        view-user2

      4. The User Information is displayed. Click the User Role drop-down and select the new role. For example:
      5. Click Update.


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