Your aim: Introduce the different user roles and permissions available and demonstrate that they’re flexible enough to cater for all members of your potential clients’ business, across different teams and departments.

Preparation:

Familiarise yourself with the different users provided by iCompleat in the user drop-down in the top-right of your demo company. These users have pre-set permissions, which you can amend if you wish. For example: user Rory Clooney is purely an approval user.
You may want to switch on the Show demo users toggle in Manage users to give you more examples to work with.

Key learning for you: To familiarise yourself with the different permissions available and what they mean, go to Customising users.

Demo time: 4 minutes

Your demo plan

Demo steps	Key points to mention
From the homepage, go to Configuration, then Manage users. Give an overview of the user roles in the list of users, and what they mean.	The number of users required will dictate the cost of the user subscription package.
Select a user and demonstrate that you can configure their basic details, role, and permissions in the user profile. (You’ll go into more detail about reports in the Reports section later on, so you only need to briefly introduce the reporting permission.)	For a multi-company setup, you can select a company to configure a user’s roles and permissions for each company individually. Users can have one or multiple roles assigned to them. You can give users access to the specific reports that they need.
Explain what an approval nominee is, and mention the different language options available if necessary.	An approval nominee is a useful out-of-office feature. When enabled, it routes a user’s transactions that require approval to a selected alternative user. This permission can be set by an admin user, or by the user themselves in the My Profile section, which they can access by hovering over their name in the top-right of the screen. The nominee feature supports increased productivity, and ensures that even if someone is out of office, transactions will still be processed on time.

Next: Manage workflow >>