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Films · Teams, filing agents and clients

Admin, member, manager, signer: who can do what in your organisation

1:18

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Four words cover every team on SCMTR. What an admin, a member, a manager and a signer can each do — and where to see it for your own people.

In this film

  • Settings → Team: people, admins, managers, and who may send
  • An admin runs the organisation and can correct any filing
  • A manager is anyone somebody reports to — there is no manager role to hand out
  • Signer or preparer: who may send to ICEGATE
  • “Who can do what”, always beside the chart
  • One place per person: title, reporting line, role, sending, their own ICEGATE ID

Chapters

  1. 0:00Who can do what in your organisation
  2. 0:14An admin runs the organisation
  3. 0:31Signer or preparer
  4. 0:50One place per person

Read it instead

The SCMTR reference pages this film walks through — free to read, no sign-in.

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