Data Management user roles
DMT Users can perform the following actions:
- Create jobs, steps, and templates for the companies to which they have access.
- View all jobs that belong to their companies but they can only modify, cancel, or delete the jobs, steps, and templates that they have created.
If required, they can create company-specific templates. - Select custom templates if they are a member of the associated company.
- Copy out-of-the-box data load spreadsheets to create their own spreadsheets.
- View all data load spreadsheets for their companies but can only modify or delete spreadsheets that are created by them.
DMT Admin
DMT Admins can perform the following actions:
- Create, view, modify, cancel, or delete all jobs, steps, and templates for the companies to which they have access, including jobs that have been created by other users.
If required, they can create company-specific templates. - With unrestricted access, they can update all jobs for all companies in the system.
- Select custom templates and modify any custom template if they are a member of the associated company.
- Copy out-of-the-box data load spreadsheets to create their own spreadsheets.
- View, modify, or delete all data load spreadsheets for the companies to which they have access.
User role for data wizard
You need AR Administrator user permissions to run the data wizard. For more information, see Special groups in AR System.
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