Additons

Finance Staf
Pricing Staf

User Access reader

Mobility Consultant
Residential Sales Staf

Customer Service Staf

Corporate Service Staf

Branch/Country Manager

Restricted access: Close JC

Customer Service Manager
Operations/Trafc/Quality Staf
Crown Interact

Restricted access: Re-open JC ***

Restricted access: Approve AP

Access to a partcular contract

Additonal access: JC Approver

(KEY ***)
BOLD RED)

Additonal access: Order GMO Stock

Restricted access: Create AP on New

Additonal access: Create, setle claims
ADDITIONAL ACCESS REQUIRING APPROVAL

Restricted access: Create Locked Cost item

Additonal access: External Invoice Approver
Manager. (Key Bold RED)

Additonal access: Approve Incoming ICB/IBB

Additonal access: Approve Outgoing ICB/IBB
Employee Name (as per Lotus Notes)
Employee Name (as per Lotus Notes)

Senior Mobility Consultant/Team Leader/Manager

Restricted access: Revise JC (only for Reg Syst Trainer)***

Corporate Service Assistant (doesn't appear in CS calendar)

Restricted access: Approve EB Credit Notes (Interact)

Additonal access: Approve CB Credit Notes (Lotus Notes) ***
All Accesses in red need writen approval from

***All Accesses in green need writen approval from CFO ***

All Accesses in red need writen approval from Manager. (KEY

x
x
x
Check Interact access per ofce/staf/role User Access Reader

x x
x
x
x
x
View fles and view JC only General Reader
Appear on Corporate Services Calendar;

x
Add/edit Call Chain, CDS, Parent Corporate Service Staf

Do not appear on Corporate Services Calendar;

x
x
Corporate Service Assistant
Add/Edit Call Chain, CDS, Parent

Appear on Survey Calendar,

x
Create/Edit fle & Survey Datasheet Residential Sales Staf

RITA user Survey Ipad

x
x x
Request Rates from other ofces Rate Request Author

x x
x x
Send Rate/Quote to other ofces Rate Request Manager

x x x
x
x
Edit fles and Ops Calendar only Operations Manager
Amend Destnaton/Origin on Booked fles, Cancel

x
x
Booked fles Customer Service Manager

x
x
x
Create/Edit/Book fles & Survey Datasheet, create AP Customer Service Staf
Create/View Leads - Country
COUNTRY Lead Author
View and Manage Web Leads - COUNTRY

x x
x x x
x x x
x x
Create Insurance Certifcate Insurance Author
ReRelocations Access Control

View Customer Billing Invoice for a partcular contract Ext Billing Reader (contract based)

x
x
x
x
x
x
x
Create Invoice for Customer Billing Ext Billing Author

x
x x x
Approve Invoice for Customer Billing Ext Billing Manager
Create ICB/IBB Int Billing Author

x x
x x
x x
x x
Create JC Job Cost Author

x
x x x x x
x x x x x
Approve/Verify JC Job Cost Manager

x x x x x x
x x x
Set-up/Edit Auto Cost Rates Auto Cost Editor

x
Close JC JC Closer

x
Re-open JC C*** JC Re-opener ***

x
Revise JC *** JC Reviser ***

x
Locked Cost Creator Locked Cost Creator

x
Create AP on New AP Creator

x
Approve AP AP Approver

x
x x
Approve CN and DN CN Approver
Run accruals Finance Staf
x x
x
x
x
x

View Storage fles only Storage Reader

x

Create/Edit Storage fles Storage Billing Creator

x
x

Approve Storage Files, and Storage Invoices Storage Billing Manager

Setup Warehouse in Storage Billing Warehousing Manager
x
x
x
x
x
x
x
x

Create JC/CB in MATS and ICBs/IBBs + Create Ins Cert INTERCOMPANY_INVOICING

x
x
x
x
x

Billing Mgr - Create/Approve/Verify JC + Create/Approve INTERCOMPANY_BILLINGMANAGERS

CB MATS + Create/Submit ICBs/IBBs + Create Ins Cert

x
x
x

Paying Mgr - Dispute/Approve Incoming ICBs/IBBs INTERCOMPANY_PAYINGMANAGERS

x

Accountng transactons INTERCOMPANY_ACCOUNTING

Inbound - Create and Edit Relos and Serv fles
x
x
x
x
x
x
x

Add Diary/SI, Sales F/Up MATS_INBOUND

Outbound - Create and Edit Relos and Serv fles
x
x
x
x
x
x
x

Add F/Up MATS_OUTBOUND

SalesDiary/SI,
- Create Sales
and Edit Relos and Serv fles
x x x
x x x
x
x
x
x
x
x
x

MATS_SALES
Add Diary/SI, Sales F/Up + Appear on LN Survey calendar
x
x
x

Claims Mgr - Create/prepare/Setle Claims CLAIMS_MANAGERS

x
x
x
x
x

Feedback - Create MSQS and GMSQS CUSTOMER_FEEDBACK_EDITORS

x

CB Adjustment in ACD: Approve CB Credit Notes CB_Adjustment in ACD

x
x x

Order GMO Stock GMO_STOCK_AUTHORS

StorageLotus Notes Access Control
Deletons
Additons
Crown Interact

from CFO. ***

from Manager.
Employee Name (as per Lotus Notes)
All Accesses in red need writen approval

All Accesses in green need writen approval

Code

Scope
empty
or Country
Branch Code(s)

Home Branch if

User Access Reader

General Reader
Corporate Service Staf
Corporate Service Assistant
Residential Sales Staf
Survey Ipad
Rate Request Author
Rate Request Manager
Operations Manager
Customer Service Manager
Customer Service Staf
COUNTRY Lead Author
Insurance Author
Ext Billing Reader (contract base)
Ext Billing Author
Ext Billing Manager
Relocations Access Control

Int Billing Author

Job Cost Author
Job Cost Manager
Auto Cost Editor
JC Closer
JC Re-opener ***
JC Reviser ***
Locked Cost Creator
AP Creator
AP Approver
CN Approver
Finance Staf
Storage Reader
Storage Billing Creator
Storage Billing Manager
Warehousing Manager
INTERCOMPANY_INVOICING
INTERCOMPANY_BILLINGMANAGERS
INTERCOMPANY_PAYINGMANAGERS
INTERCOMPANY_ACCOUNTING
MATS_INBOUND
MATS_OUTBOUND
MATS_SALES
CLAIMS_MANAGERS
CUSTOMER_FEEDBACK_EDITORS
CB_Adjustment in ACD
GMO_STOCK_AUTHORS
StorageLotus Notes Access Control