UniMetric · Content and management
Users, roles and the agency's partners
Every user has a role and every role sees only what it needs; referral partners and sub-agents refer cases from their own limited panel and their commission is calculated transparently.
The UniMetric users and partners module manages access and collaboration: users with roles (manager, consultant, operator, accountant), role-based access down to case level, two-factor login, an activity log, and partners (referrers, sub-agents, contracted universities) with a limited panel and commission calculation.
Interactive recreation
- OnConsultant roleOffOwn cases, all universities, no agency finance
- OnOperator roleOffCalls, leads, meeting booking
- OnPartner roleOffReferrals and their status only
- OnTwo-factor for everyoneOffSMS code on every new login
Switch on two-factor.
What is inside
- Ready roles: manager, consultant, operator, accountant, partner
- Role-based access down to case and field level
- Two-factor login and activity log
- Partner panel: refer a case and see its status, no internal finance
- Partner commission calculated from closed contracts
- Deactivate a user without deleting history
On the phone
A partner does only two things on the phone: refer a new applicant with a short form and see the status of their referrals; both in the bottom bar.
- OnConsultant roleOffOwn cases, all universities, no agency finance
- OnOperator roleOffCalls, leads, meeting booking
- OnPartner roleOffReferrals and their status only
- OnTwo-factor for everyoneOffSMS code on every new login
Switch on two-factor.
Topics on this page
- user management
- role-based access
- referral partner panel
- sub-agent commission
- two-factor login
- activity log
Questions we hear a lot
How much of a case does a partner see?
Only the overall status of cases they referred and their own commission; never documents, notes or the agency's finances.
Can a consultant open a colleague's case?
Not by default; the manager can grant temporary cover access and it is logged.