Autotask Workplace Online account types

There are three different account types used with the Autotask Workplace Online product from Cloud Direct:

  • Super Administrator
  • Administrator
  • Team Members

Note:
A fourth account type, Connections, is no longer available. Connections are restricted users that cannot be allocated storage, and therefore cannot create or own Projects or backup their computers.

This article briefly describes each role, and includes a useful table showing the features available to each role.

Super Administrator

In addition to the feature set available to Administrators, Super Administrators can access the Team → Manage Projects tab within Autotask Workplace Online. This allows this user type to view and manage files stored by all users within that Autotask Workplace Team, regardless of whether the Project is shared or not!

Administrator

Administrators are users who are authorised to perform administrative and billing functions, and manage the accounts of other users within the team. In the creation of a new Autotask Workplace Team, the creator of the new account is the Default Administrator.

All Administrators are responsible for billing issues related to their Team Members. Administrators can, at their sole discretion, terminate the account of a Team Member.

Team Members

Team Members are regular, unrestricted users of Autotask Workplace. They may be individuals or direct employees of companies that have contracted Cloud Direct to make the services available to the Team. A Team Member may be given Administrator rights by the Default Administrator.

Feature

Super Admin

Admin

Member

Manage all Projects

   

Create Super Admins

   

Create Admins

 

Create Members

 

Reset Users Passwords

 

Allocate storage quota

 

Administer Active Directory

 

Administer Team Policies

 

Administer Sales Force Integration

 

Create and view reports

 

Remotely wipe Team Members devices

 

Backup Files

Create Projects

Share Projects

Utilize the Desktop Agent and Mobile App

Everything Else