A Customer Admin (aka C. Admin) is the highest level user role available in Tripleseat. It is the only one whose name and functionality may not be adjusted. This user role differs from other types of admin in three primary ways.
- Access to Online Payment Integrations
The C. Admin is the only type of user who may integrate their Tripleseat site with an online payment processor. They could perform this action in Settings> Online Payments. This article here describes how that integration would work.
In addition to being able to set up the integration, the C. Admin may also run a Transaction History report from Settings > Online Payments > Transaction History. When they choose a month from the dropdown, Tripleseat will email them a report with information about all online payments either run or paid out via the integration during the month in question. That contains the payment processor’s transaction ID, the payment amount, and other useful information.
- User Roles
The Customer Admin is the only role that may unequivocally adjust the parameters of Global User Roles in Settings > User Roles.
- Event Status Rules
The Customer Admin is the only role that may customize the rules about Event Statuses for their group. If they go to Settings > Preferences, they can further refine which event statuses may overlap with others. By default, Tripleseat already allows for Prospect events to overlap with other Prospect events. Please keep in mind that any update here will impact the event status rules for all locations within the group.
If you need this highest level of access in Tripleseat, a Customer Admin at your group would be able to change your user role. They can do this by going to Settings > Users > your name. They can check the box, "This user is a Customer Admin," and select Update to save.
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