While the Services Manager (SvM) works in the TekStack Delivery and Help Desk areas, access to other areas is often needed. You will see that the security role of the Services Manager is numbered according to the solution you will have access to.
Services Manager 03
This role gives the SvM Read (Only) access to the Outbound and Sales areas including some related items in the Configure area.
Services Manager 04
Here are the main functions you can perform with this security access. In the Delivery area.
- View Dashboards: Project Delivery, Project Variance by Classification
- Create a project, create tasks, user stories, R.A.I.D. items, build issue logs, find a resource, book resources, complete projects, review project time entries and billing, approve time and review utilization.
- Additionally, with more overall responsibility, the SvM can appoint Project Managers and oversee work done by Project Managers, Project Resources and Support Analysts.
Services Manager 07
This role gives the SvM Edit access to several Revenue-related functions found in the TekStack Revenue area. However, it gives Read (Only) access to Invoices as well as the Revenue section of the Configure area.
Services Manager 08
This role gives the SvM access Read (Only) to Subscriptions and Invoices in the Revenue area.
Services Manager 10
This role gives the SvM Read (only) access to the Marketing area with Edit access to the Accounts and Contacts.
Services Manager 12
This role gives the SvM Edit access to TekStack Helpdesk area but Read (Only) for dashboards in that area.
Features Availability Matrix
In the following table, you will see a matrix of all the functions for each SvM Security role.
Legend: E = Edit, R = Read Only
| Area | Menu Section | Functions | Specifics | SvM 03 | SvM 04 | SvM 07 | SvM 08 | SvM 10 | SvM 12 |
| Marketing | |||||||||
| My Work | |||||||||
| Marketing Dashboards | R | ||||||||
| Marketing Performance | R | ||||||||
| Inbound Triage | R | ||||||||
| Activities | R | ||||||||
| Marketing Activity | |||||||||
| Campaigns | R | ||||||||
| Campaign Reponses | R | ||||||||
| Events | R | ||||||||
| Posted Forms | R | ||||||||
| Emails | R | ||||||||
| Audiences | |||||||||
| Accounts | E | ||||||||
| Contacts | E | ||||||||
| Outbound | |||||||||
| My Work | |||||||||
| My Daily Look | |||||||||
| My Daily Look (Default) | R | ||||||||
| My Sequence Activity | R | ||||||||
| Sales Activity Trends | R | ||||||||
| Sales Opportunities | R | ||||||||
| Activities | E | ||||||||
| Sales Acceleration | R | ||||||||
| Sales Acceleration Activities | R | ||||||||
| Sequences | R | ||||||||
| Sequence Instances | R | ||||||||
| Templates | R | ||||||||
| Customers | |||||||||
| Accounts | E | ||||||||
| Contacts | E | ||||||||
| Sales | |||||||||
| My Work | |||||||||
| My Daily Look | R | ||||||||
| My Daily Look | R | ||||||||
| My Sequence Activity | R | ||||||||
| Sales Activity Trends (Default) | R | ||||||||
| Sales Opportunities | R | ||||||||
| Activities | R | ||||||||
| Sales | R | ||||||||
| Opportunities | R | ||||||||
| Competitors | R | ||||||||
| Customers | R | ||||||||
| Accounts | E | ||||||||
| Contacts | E | ||||||||
| Delivery | |||||||||
| My Work | |||||||||
| My Work | R | ||||||||
| Project Oversight | Project Delivery | R | |||||||
| Project Variance by Classification | R | ||||||||
| Activities | R | ||||||||
| Project | |||||||||
| Projects | E | ||||||||
| Issue Log | E | ||||||||
| Time Entry Approval | E | ||||||||
| Time Sheets | E | ||||||||
| Resource Management | |||||||||
| Resources | E | ||||||||
| Utilization Report | E | ||||||||
| Customers | |||||||||
| Accounts | E | ||||||||
| Contacts | E | ||||||||
| Revenue | |||||||||
| My Work | |||||||||
| My Daily Look | R | R | |||||||
| ARR | R | R | |||||||
| ARR Interactive | R | R | |||||||
| Activities | E | E | |||||||
| Services Invoices | |||||||||
| Time Entry Invoicing | E | ||||||||
| Milestone Invoicing | E | ||||||||
| Subscriptions | |||||||||
| Opportunities | R | ||||||||
| Orders | R | ||||||||
| Customers | |||||||||
| Accounts | E | E | |||||||
| Contacts | E | E | |||||||
| Invoices | |||||||||
| Invoices | R | R | |||||||
| Help Desk | |||||||||
| My Work | |||||||||
| Dashboards | |||||||||
| Tier 1 Dashboard | R | ||||||||
| TBD | R | ||||||||
| Activities | E | ||||||||
| Support | |||||||||
| Cases | E | ||||||||
| Knowledge Articles | E | ||||||||
| Customers | |||||||||
| Accounts | E | ||||||||
| Contacts | E | ||||||||
| Configure | |||||||||
| TekStack Admin | |||||||||
| TekStack Configurations | R | R | |||||||
| Data Grid Button Configurations | R | R | |||||||
| Domain Black List | R | R | |||||||
| Sales | R | ||||||||
| Products | R | ||||||||
| Units | R | ||||||||
| Price Lists | R | ||||||||
| Product Classifications | R | ||||||||
| Product Families | R | ||||||||
| Decision Factors | R | ||||||||
| Connection Roles | R | ||||||||
| Industries | R | ||||||||
| Disqualify Reasons | R | ||||||||
| Nurture Reasons | R | ||||||||
| Account Relationships | R | ||||||||
| Sales Accelerator | R | ||||||||
| Sales Accelerator User | R | ||||||||
| Configurable Values | R | ||||||||
| Sales Accelerator Configurations | R | ||||||||
| Sequences | R | ||||||||
| Stages | R | ||||||||
| Events | R | ||||||||
| Templates | |||||||||
| Projects | E | ||||||||
| Project Tasks | E | ||||||||
| User Stories | E | ||||||||
| Actions | E | ||||||||
| Project Setup | |||||||||
| Costs | E | ||||||||
| Price Lists | E | ||||||||
| Project Classification | E | ||||||||
| Project Task Classification | E | ||||||||
| User Story Classification | E | ||||||||
| Roles | E | ||||||||
| Units | E | ||||||||
| Revenue | |||||||||
| Tax Groups | R | R | |||||||
| Tax Code Details | R | R | |||||||
| Payment Terms | R | R | |||||||
| Organization | |||||||||
| Business Units | R | R | |||||||
| Industries | R | E | |||||||
| Teams | R | R | |||||||
| Users | R | R | |||||||
| State/Province | R | E | |||||||
| Country | R | E | |||||||
| Email Templates | |||||||||
| Email Templates | E |