In Senta you can select different user types to allow you to adapt it to your practice needs and help you to manage your workflow more efficiently. 


When setting up your users in Senta, you will be able to choose which user type each user will have:



You will also have the option of choose whether the user will have Administrator access, giving them full access to the Settings menu and other set up options:




In terms of permissions, take a look at the table below to see how these roles differ:



AreaFeatureRestricted userPractice userAccount managerPractice managerAdministrator
SettingsAccess the settings menuXXXXY
Settings > UsersAdd / delete usersX
X
X
X
Y
Help & Support menuAllow Senta support accessX
X
X
X
Y
Notification areaAccess to Practice outboxX
Y - if restriction removedY - if restriction removedY
Y
Clients menu / Client listAdd clientX
Y
Y
Y
Y
Clients menuAdd client from Companies House (UK only)X
Y
Y
Y
Y
Clients menuImport clientsX
X
X
X
Y
Client list / Client pageSend emailY
Y
Y
Y
Y
Client list
Update fields in bulkY
Y
Y
Y
Y
Client list / Work menu / Work tabStart ad hoc jobY
Y
Y
Y
Y
Client listSave changes to main client listX
X
X
X
Y
Client listSave a custom client view for all users to seeX
X
X
X
Y
Client listSave a custom client view for the userY
Y
Y
Y
Y
Client listDelete custom client viewY - if created by the user- if created by the userY - if created by the userY - if created by the userY
Client listSet visibilityX
X
X
X
Y
Client list / Client pageDelete clientsX
X
X
X
Y
Client listExport client dataX
X
X
X
Y
Client pageSend text messageY
Y
Y
Y
Y
Client page
Generate letterX
Y
Y
Y
Y
Client pagePerform auditsX
X
X
Y
Y
Client page
Read/write locked fieldsX
X
Y - if allowed in General settings- if allowed in General settingsY
Client page /  Live jobAdd noteY
Y
Y
Y
Y
Client pageEdit client pageY
Y
Y
Y
Y
Client page > Contacts tab
Activate/deactivate contact on the portalY
Y
Y
Y
Y
Client page > Contacts tabLink contacts /  Copy to individualY
Y
Y
Y
Y
Client page > Documents tabUpload documentY
Y
Y
Y
Y
Client page > Documents tabRequest signatureY
Y
Y
Y
Y
Client page > Documents tabChange visibility of documentY
Y
Y
Y
Y
Client page > Documents tabAdd folder in Documents tabY
Y
Y
Y
Y
Client page > Documents tabMove to folder/jobY
Y
Y
Y
Y
Client page > Documents tab
Download single documentY
Y
Y
Y
Y
Client page > Documents tab
Download documents in bulk
Y - if allowed in General settingsY - if allowed in General settingsY - if allowed in General settingsY
Y
Client page > Work tab / Client page > More actions / Work menuStart ad hoc jobY
Y
Y
Y
Y
Client page > Work tab / Client page > More actions / Work menu
Start ad hoc task
Y
Y
Y
Y
Y
Work menu
View: Your tasks / All jobs / Production board
Y
Y
Y
Y
Y
Your tasks/ All jobs / Production board
Save custom lists (Tasks/Jobs)X
X
XX
Y
Work menu
View Recorded Time reportXXX
Y
Y
All jobsChange dateY
Y
Y
Y
Y
All jobsCancel / uncancel jobsY
Y
Y
Y
Y
All jobsView as client listY
Y
Y
Y
Y
Your tasksExport task dataY
Y
Y
Y
Y
Your tasksCancel / uncancel tasksY
Y
Y
Y
Y
Your tasksComplete / uncomplete tasksY
Y
Y
Y
Y
Your tasksSnooze tasksY
Y
Y
Y
Y
Your tasksAssign tasksYY
Y
Y
Y
Documents menuView Document inboxY - can only view documents relating to their clientsY
Y
Y
Y
Documents menuView Uncategorised documentsX
Y
Y
Y
Y
Documents menuView Practice documentsX
Y
Y
Y
Y