Who can use this feature?
Available on Business and Enterprise plans.
Accessible to Owners and Admins on Web App.
There are 3 different roles in the Business or Enterprise plans:
Administrator / Account Owners
Administrators / Account Owners are in charge of the entire Fax.Plus account and can manage all users and numbers. They are not included in the company hierarchy.
Note: Please note that sent faxes are unique to each user. As the Account Owner or Administrator, you do not have access to the sent faxes (Outbox) of other users. Only Managers within a hierarchy are able to view the sent faxes of the users assigned beneath them.
Manager
Managers can oversee additional members under their responsibility. They are not only capable of sending and receiving faxes using their designated numbers, but they also have the ability to access faxes sent and received by their users, thereby gaining visibility into their communication.
Tip: Any team member who is responsible for another member is designated as a Manager and has the authority to access the faxes of the members they supervise.
Refer to our example below:
Manager1 has access to the faxes of both User1 and User2. Additionally, User1 has access to the faxes of User2. However, it's important to note that Manager1 does not have access to the faxes of User3 and User4.
Similarly, Manager2 has the ability to access the faxes of User3 and User4. However, neither User3 nor User4 can access the faxes of the other.
Team Member or User
Members refer to individuals who are part of the same organization or team, and need to share fax-related responsibilities. They can send and receive faxes using their assigned numbers, and Managers have the ability to oversee and manage their fax-related tasks and interactions.
How to Edit User Hierarchy in Fax.Plus
- Log in to your Fax.Plus account, and go to the Users section on your Dashboard.
- Click on Edit Hierarchy in the top right corner.
- Drag and drop users to arrange them into your desired hierarchy setup.
- Click Save to confirm and apply your changes.
Tip: Click on the three dots next to each user to explore further options, such as Add as an Admin. You can also select options like Modify User Quota or Modify Job Title to manage other aspects of their roles and fax usage. Don’t forget to click Confirm if prompted.