Part 12: System Administration, Roles & Security Safeguards

User Provisioning & Roles Matrix

MRSware System Administration allows granular permission control over user access. Roles define which users can view, edit, export, or delete records across CRM, Financial Invoicing, Commission Rates, and System Settings.

Delete Safeguards & Audit Recovery

Disaster Recovery & Remote Access Protocols

Guidelines for updating user access permissions, password resets, unlocking locked accounts, and enforcing security protocols during business interruptions or disaster recovery scenarios.

Mileage & Travel Reimbursement Settings

Agency administrators configure organization-wide travel policies, reimbursement rates, measurement units, and routing API tokens in System Administration → CRM/Mileage Settings (requires Administration/CRM permission).

1. Reimbursement Rate & Unit of Measurement

• Distance Unit: Choose between Miles and Kilometers. Changing this setting dynamically updates all distance fields, rate displays ($/mile vs. $/km), and expense note formatting across the desktop client.
• Reimbursement Rate: Specify the organization's per-unit reimbursement rate (e.g. $0.6700 per mile or $0.4200 per kilometer). When saved, appointments automatically calculate total reimbursements against this approved benchmark.

2. Multi-Provider API Configuration & Testing

To enable driving distance routing and address geocoding, enter your API credentials:

• Mapbox API Key: Enter your organization's Mapbox access token. Click Test Key to perform a live geocoding diagnostic test.
• OpenRouteService Key: Enter your OpenRouteService API key as the secondary fallback provider. Click Test Key to verify connectivity.

With both keys configured, the desktop routing engine provides resilient failover: if Mapbox encounters rate limits or service disruptions, OpenRouteService seamlessly processes the route without user intervention.

Domain & Mail Server Settings

Administer firm domain settings, MX records, SSL certificate validation, and user security authentication policies.