Adding a Role process in the scanner is possible. No payment is needed since they are paying for the existing account.
On AppUser you can add an OMS account (only 1 Email address per Scanner account). This means when you login with that OMS account, you will have the option to allocate roles to PDT account.
Expound: The client cannot create new processes within their current role. However, if the client has linked their OMS account to their scanner account and will have access on the image below, they can assign roles that they already possess within their team members scanner account.
If there is a role that a client would like to acquire for everyone in his/her team just create a seperate role pertaning to that role only like a "Basic role" for more information visit the article: "Adding Role for Scanner Account"
Step 01 Workaround
Login the client OMS account
App Roles
Search for the Label Role
Select the role and on the left Check Process
Look for the process (OUT) that needs to be added
Click it and drag it in the Role Process (IN)
Save settings
Confirm to client if it’s working
Step 02 Template for Additional Profile
Template for confirmation
Hi ____,
Good day,
The following account(s) have been added to the profile _____. Can you confirm?
___Email user___
___Email user___
Thank you,
Closure Notes
Dear ___,
Good day!
We're glad that we were able to assist you with the Scanner profile account change.
Successfully added ____ for the scanner label ____.
This ticket will now be closed.
However, if you still have any concerns regarding this Ticket.
Please create a new ticket or send an e-mail to support@bizbloqs.com with the ticket number in the subject.
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