User Management: Assigning Permissions and Sending BizRatings Account Invitations
When you assign a permissions role to any active user, BizRatings automatically sends them an account activation email. The activation link is valid for 7 days, and the user will be prompted to create a new password when they log in for the first time.
Below is a quick guide to managing users and assigning roles.
How Active Users Are Determined
User status in BizRatings depends on which integration your account uses. Activation/deactivation for review tracking is managed from the All Staff list (Connectwise User Management page). This list shows every staff member user status. Each staff member has an Active checkbox — checking it activates the member for review tracking, and unchecking it deactivates them. If you're unable to mark a member active, contact support@bizratings.com to discuss your pricing plan.
ConnectWise-connected accounts: User lists are synced daily via the ConnectWise API. If a ConnectWise Member ID is active, that user appears as active (synced) in BizRatings. If a Member ID becomes inactive in ConnectWise, the user remains in the list but is automatically set to inactive in BizRatings — no manual action is needed. The All Staff list shows every active ConnectWise MemberID synced through the API. You can elect to mark specific CW MemberIDs inactive in BizRatings by simply unchecking the "Active" checkbox. Connectiwse MemberIDs that are not active will be detected and moved to the "Inactive Synced Members" list. Use Sync Members to pull the latest staff list and status from ConnectWise.
HaloPSA and HTML survey snippet accounts: User lists are populated at setup. After that, new users are added automatically whenever they're detected as an assigned agent in survey activity. Deactivation is not automatic for these accounts — an admin must manually deactivate the user from the User Management screen when they leave or no longer need access.
User Management
Admins have full access, including:
Admin‑level permissions can be further customized:
Every company starts with one Admin by default. You can add more using the dropdown under the Admin section.
Admins can confirm their access by checking the landing screen after login. Admins will see the additional navigation options under “Where do you want to go?”
Employees can:
They cannot:
Once activated, employees receive an email prompting them to create a password (8–50 characters, including upper/lowercase letters, a number, and a special character).
After setup, they’ll land on their user dashboard, where they can view their stats and individual reviews.
Account Managers have reporting visibility similar to Admins, but without administrative controls.
They can access:
Reports can be filtered based on which clients or engineers an Admin chooses to include or exclude.
To configure access:
Account Managers cannot: