Overview

When a user logs in to any product or module in the Marketscape platform, the features and content available to that user are determined by the role assigned in their user account. Account admins set the role for each user when the user's account is first set up. As needed, an account admin can also change the role for a user. 

Available Roles

Account admins will recognize the image to the right since it displays part of the the tool for adding or editing a user's account.   All roles you could possibly see are in the image. You will only see roles for products to which you have access.

Product and Role alignment

The roles for all available Trella Health products available are in one place in the add/edit user tool. The following table shows which roles go with which product.

This article includes the details for using each role by product. The product names in the table are links to the information for each product.

Multiple Products

 For users to have access to multiple products, you will need to add a role to their account for each product for which they need access. For detailed instructions for each product, see Adding and Updating User Accounts

Marketscape Insights (MARINS)

There are four available roles for Marketscape Insights. You only need to assign a single role to a user to provide the appropriate access. 

Account Administrator - An account administrator can see all pages and do every type of task. This includes admin functions - add/edit user accounts, assign providers to reps, and set up of "My Agency" NPIs.

Sales Manager - A Sales Manager can see every page in Marketscape Insights, they are able to assign and delete providers from their sales reps. 

Lead Sales Rep - This role is the same as the Sales Manager except that it does not allow the user to assign providers. Use this role when you would like your lead sales reps to identify new targets within their market from the Explore page.  

Focused Sales Rep - This role is the most limited in Marketscape. Sales reps can manage their territory from the home page, drill down to the Analyze page for account planning and create presentations on the Engage Page. The Explore page is not available for a user with this level of access. 

Observe that the "higher" roles have access to features provided to the lower roles. You only need to apply a single role to get the listed access.

Role Name / Access Provided	Core Features	Explore Page	Reports Page	Assign Accounts	Admin Reports	Admin User Tools
MS - Admin
MS - Sales Manager
MS - Lead Sales Rep
MS - Focused Sales Rep

Marketscape CRM

If your company has access to Marketscape CRM and Marketscape Insights, and you want a user to have access to both products, you only need to set up a role for that user from the list for Marketscape Insights. Permissions for CRM are built into the Marketscape Insights roles for your company. We did this so admins only need to set up a single role for a dual user.

The role CRM Only User should be add to an account for a user who needs access to Marketscape CRM, but not to Marketscape Insights.  Another way to look at this role, it provides access to CRM for a user who does not have any other role applied to their account. For more information see CRM specific instructions in Adding and Updating User Accounts.

Mosaic

If your company has contracted to have access to Mosaic, you will need to add one of these roles to a user's account for them to log in to Mosaic.

There is one difference between the two accounts as the role names imply:

• Mosaic Standard User - has access to all Mosaic features required to work with Mosaic.
• Mosaic Admin - has access to all Mosaic features and can add/edit user accounts on the Marketscape Insights Admin page.

Data Exports

Limiting Exports

No export roles will be assigned to users in Marketscape. Instead, ALL users will be able to export, but any exports done will be limited to five thousand providers from any table. 

If you want to limit exports for a user, give them the Focused Sales Rep role, then they will not have access to the Explore page.

Unlimited Exports

If a user needs to have the ability to export all of the content in a table (more than 5,000 entries), this needs to go through an approval process. Make contact with your Customer Success Manager.