Menu Accessibility
Menu and feature accessibility in PostalWeb is predicated on the roles assigned to the user and whether the eDocs Application and EDOCS Reporting service have been turned On (enabled) in their member profiles by a Company Admin.
This section provides the possible menu and feature sets available to users based on their role and individual application and service settings.
A description of each available role is provided on the Roles page.
ROLE(S): Company User
EDocs Application and the EDOCS Reporting service is not enabled(Off)
| My Dashboard > |
|---|
| My Dashboard |
| My Profile > Personal Info |
| My Profile > Change Password |
| My Profile > Security Question |
|
My Profile > API Credentials |
ROLE(S): Company User
EDocs Application enabled (On), EDOCS Reporting service NOT enabled (Off)
| My Dashboard > | EDocs > |
|---|---|
| My Dashboard |
Dashboard |
| My Profile > Personal Info | Statistics |
| My Profile > Change Password |
Services |
| My Profile > Security Question | CSR Statement Release |
|
My Profile > API Credentials |
Postage Statements |
ROLE(S): Company Location Manager, Company Location User, Company CSR, and IT Personnel
EDocs Application and EDOCS Reporting service not enabled (Off)
| My Dashboard > | Reporting > |
|---|---|
| My Dashboard |
EDocs > Postage Reports |
| My Profile > Personal Info | |
| My Profile > Change Password | |
| My Profile > Security Question | |
|
My Profile > API Credentials |
ROLE(S): Company User, Company Location User, Company CSR, and IT Personnel
EDocs Application and EDOCS Reporting service enabled (On)
| My Dashboard > | EDocs > | Reporting > |
|---|---|---|
| My Dashboard |
Dashboard |
EDocs > Postage Reports |
| My Profile > Personal Info | Statistics | EDocs > Report Definitions |
| My Profile > Change Password |
Services |
EDocs > User-Defined Reports |
| My Profile > Security Question | CSR Statement Release | |
|
My Profile > API Credentials |
Postage Statements | |
| Manage Subscriptions | Manual Statement | |
| Notifications |
ROLE(S): Company Location Manager
EDocs Application enabled (On) and EDOCS Reporting service not enabled (Off)
| My Dashboard > | EDocs > | Locations > | Reporting > |
|---|---|---|---|
| My Dashboard |
Dashboard |
Location Info | EDocs > Postage Reports |
| My Profile > Personal Info | Statistics | Invite Users | |
| My Profile > Change Password |
Services |
Invitations | |
| My Profile > Security Question | CSR Statement Release | Manage Users | |
|
My Profile > API Credentials |
Postage Statements | API Credentials | |
| Manage Subscriptions | Manual Statement | ||
| Notifications |
ROLE(S): Company Location Manager
EDocs Application and EDOCS Reporting service enabled (On)
| My Dashboard > | EDocs > | Locations > | Reporting > |
|---|---|---|---|
| My Dashboard |
Dashboard |
Location Info | EDocs > Postage Reports |
| My Profile > Personal Info | Statistics | Invite Users | EDocs > Report Definitions |
| My Profile > Change Password |
Services |
Invitations | EDocs > User-Defined Reports |
| My Profile > Security Question | Postage Statements | Manage Users | |
|
My Profile > API Credentials |
Manual Statement | API Credentials | |
| Notifications |
ROLE(S): Company Admin
EDOCS Reporting service is disabled (Off)
| My Dashboard > | EDocs > | MSP > | Reporting > |
|---|---|---|---|
| My Dashboard |
Dashboard |
MSP Info | EDocs > Postage Reports |
| My Profile > Personal Info | Statistics | Invite Users | |
| My Profile > Change Password |
Services |
Invitations | |
| My Profile > Security Question | CSR Statement Release | Manage Users | |
|
My Profile > API Credentials |
Postage Statements | Manage CSRs | |
| Notifications | Manual Statement | Manage Locations | |
| Mail Owners | |||
| API Credentials |
ROLE(S): Company Admin
EDOCS Reporting service is enabled (On)
| My Dashboard > | EDocs > | MSP > | Reporting > |
|---|---|---|---|
| My Dashboard |
Dashboard |
MSP Info | EDocs > Postage Reports |
| My Profile > Personal Info | Statistics | Invite Users | EDocs > Report Definitions |
| My Profile > Change Password |
Services |
Invitations | EDocs > User-Defined Reports |
| My Profile > Security Question | CSR Statement Release | Manage Users | |
|
My Profile > API Credentials |
Postage Statements | Manage CSRs | |
| Notifications | Manual Statement | Manage Locations | |
| Mail Owners | |||
| API Credentials |
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