Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Roles and Permissions

Prev Next

Roles

  • Communications View Only – Role for view-only access to Communications

  • Communications Admin – Role for admin access to Communications

Permissions

  • Allow Log On - Log on and complete searches in Communications

  • Manage Templates - Add, edit, and delete templates in Communications

  • Create Messages - Send emails via Communications

  • Manage Links - Add, edit, and delete linked objects in Communications

  • Manage Settings - Lets you edit parameters available via CONFIGURE > Settings

    Role/Permissions

    Allow Log On

    Manage Templates

    Create Templates

    Manage Links

    Manage Settings

    View Only

    X

    Admin

    X

    X

    X

    X

    X