Member access roles allow for each of your MSP employees to have their own role allowing them access to different things at different levels. If you want to control your clients access roles, then you need to use client access roles.

HighGround uses Role Based Access Control (RBAC), making it much easier for you to setup accessing pre-defined permission levels for the majority of access requirements.

There are 2 different types of member access roles:

Default: these are pre-defined member access roles within HighGround and cover the most common access scenarios you are likely to require.

Custom: these are member access roles created by you to meet specific needs.

Member access roles are made up of a collection of access levels. The access levels are generic and will control access differently within different parts of HighGround.

The following table details the standard access level types.

When it comes to member access roles permissions are granted under 3 separate sections:

There are different access levels available for different modules in HighGround, as detailed in the matrix below.

The following tables detail the access levels used for each section of the default member access roles.

For custom access control requirements, you can create a custom access role using the default access levels.

There are 2 methods for creating a custom access role:

Duplicating: Duplicate a default member access role or an existing custom role.

Create: start from scratch by creating a new custom member access role.

The following section explains how to perform these actions.

Watch our instructional video on duplicating roles or, alternatively read the steps listed below.

Step 1: By clicking on your profile picture go to 'MSP System settings'.

Step 2: Go to 'Members and access' on the left hand side of your screen.

Step 3: Click on 'Access Roles'

Step 4: Find the role you would like to duplicate and click on its ellipses.

Step 5: Your duplicated role will be shown at the bottom of the list, you can now make changes.

Step 6: Click save and your custom access role will be automatically updated.

Watch our instructional video on creating custom roles or, alternatively read the steps listed below.

Step 1: By clicking on your profile picture go to 'MSP System Settings'

Step 2: Go to 'Members and access' on the left hand side of your screen.

Step 3: Click on 'Access Roles'.

Step 4: Select the 'Add Access Roles' button

Step 5: Give your access role a name & description and edit it how you require.

Step 6: Click save and your access role will be automatically added to the bottom of your member access roles list.

The default member access roles in HighGround can not be edited. If you need to edit them you should duplicate them.

You can edit custom member roles at any time, however please be aware that the changes will take effect immediately for all member users who are associated with the member access role.

To edit a member access role please follow these steps.

Step 1: By clicking your profile picture, go to 'MSP System Settings'.

Step 2: Go to 'Members and access'.

Step 3: Select the member access role you would like to make changes to.

Step 4: Select the changes you would like to make.

Step 5: Press 'save' and your access role will be automatically updated.

The default member access roles in HighGround can not be deleted.

Before deleting a custom access role, you must first ensure that it is not actively in use by any client user.

To delete a member access role, follow these steps.

Step 1: By clicking your profile picture go to 'MSP System Settings'.

Step 2: Go to 'Members and access'.

Step 3: Select the ellipses on the access role you would like to delete.

Step 4: From the three options - 'duplicate' 'edit' and 'delete' choose delete.

Step 5: If your member access role is in active use by a member you will see a prompt, if you are still sure you would like to delete this role, press delete.

Step 1: Select your profile picture and click on 'MSP System Settings'

Step 2: Select 'Members and access'

Step 3: Select the member you would like to apply an access role to.

Step 4: By clicking the 'select' drop down beside their name, your list of access roles will drop down.

Step 5: Select the access role you would like to apply.

It can be useful to preview what permissions a member will have in HighGround. You can do this by using the 'preview' feature from an MSP employees account. Watch our instructional vide on this or, read the steps listed below.

Step 1: From your dashboard, click your profile picture.

Step 2: Select 'MSP System Settings'.

Step 3: Go to 'Members and access'.

Step 4: Select the member you would like to preview and click their profile picture.

Step 5: Scroll to where you see ' Access roles'

Step 6: Click 'Preview access'.