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Role	Scope	Create	Edit	Delete	Simulate	Export	Users	Backend

* Backend Admin Full can edit for emergency support only
† Limited to their own scope only
Read-Only can be applied as an override to any role via the toggle in User Settings

The system will auto-generate a unique Short Code from the MSP name (e.g., "Acme IT Services" → AIS). The code suffixes sample-client names ("<Template> - <CODE>-Sample") so they stay distinct across all MSPs. IL is reserved for IntraLogic.

AI Assistant Report scheduling Health Score

AI Assistant Report scheduling Health Score

MSP-managed (we pay, client sees no billing) Delegated — client pays, we resell

Sends a tokenized invite to the recipient. They set their own password on a one-time link. The invite expires in 12 hours.

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▸ Advanced overrides — rarely needed; the role already grants sensible defaults

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