TechAlign streamlines IT alignment and QBR automation for Managed Service Providers by supporting distinct user roles. Understanding these user types—Alignment Engineer, vCIO, Admin, and Owner—is vital for efficient platform use, proper access management, and optimal team collaboration. This guide explains each role’s permissions, scope of action, and best practices for assignment, helping MSPs maintain structure and security.
Role Overview and Permissions
Alignment Engineer: Performs assessments, documents client environments, and flags risks/opportunities.
vCIO: Reviews assessments, edits QBR content, and leads client conversations on recommendations.
Admin: Manages users, assigns roles, configures settings, and oversees assessment workflows.
Owner: Holds full platform control, including billing, security, and overall account governance.
When to Assign Each Role
Assign Alignment Engineer to technical staff conducting standards reviews and data entry.
Designate vCIO to those steering strategic client discussions and presenting QBRs.
Admin rights go to staff responsible for onboarding, security, and workflow oversight.
Assign Owner to business principalswith authority over platform provisioning and billing.
Best Practices for Role Assignment
Limit sensitive permissions (Owner/Admin) to minimize risk.
Regularly review user lists and adjust roles if responsibilities change.
Align each role to actual job functions to ensure efficient workflows.
Conclusion: Empowering Team Collaboration
Understanding and assigning the correct user roles within TechAlign is essential for security, operational efficiency, and effective client engagement. Tailoring access ensures each team member contributes optimally to assessments, QBR delivery, and platform administration—empowering your MSP to be efficient, consistent, and client-focused.