Access levels
Each member’s access is set on the Members page of Nilear’s account area, at my.nilear.com: their NilearX level (No Access, Read Only, Read/Write, Manager or Admin), and their level in each product, such as the MTX column on the Access tab. A member with no MTX level of their own takes the MTX default from the Defaults row, else their NilearX level.
Who can use MTX
Section titled “Who can use MTX”MTX must be part of your company’s subscription. Then:
| Member | Uses MTX |
|---|---|
| NilearX level Admin or Manager | Always. |
| NilearX level No Access | Never. |
| Otherwise | When their MTX level is Read/Write or higher. Read Only does not give MTX. |
What each level may do in MTX
Section titled “What each level may do in MTX”| Action | Needs |
|---|---|
| Work tickets, write notes and time entries, send emails, use the queue | MTX |
| Change the company’s MTX settings (Settings, My Tickets, SLA Review, Board Types and the other Settings pages) | Admin |
| See the Global Settings tab of MTX Preferences | Admin, Manager, or View Settings set to Yes |
| Save queue targeting rules | Manager |
| Change the queue’s order and targeting rules while Restrict Queue is on | Manager or Admin |
| See every member’s chip and strip while Restrict Chips and Strips on Time Machine is on | Manager or Admin |
| See and change any member’s availability, whatever the availability rights | Manager or Admin |
| Edit the company’s AI rules from MTX’s Rules buttons | Admin |
| Edit your own polish rules | Anyone with MTX |
| Save a note as a standard note | MTX, and Add on Table Setup in your ConnectWise security role |
| Change availability rights, MTX levels and the other Members page settings | Admin |
Your ConnectWise access still applies
Section titled “Your ConnectWise access still applies”MTX writes to ConnectWise with each technician’s own member API keys, so their ConnectWise security role decides what ConnectWise lets them do. A change their role does not allow is refused with “ConnectWise Refused Permission” (Messages).
