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. |
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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.) |
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Explain what an approval nominee is, and mention the different language options available if necessary. |
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