Rights and Roles

General Information

  • A user can have multiple roles, each role containing different access rights.
  • A user without any role is able to login to our Webportal, but will not find any menu entries but managing the own user profile only.

Roles and Rights

Role

Description

Rights

Super User

The initial User has this role.
Has rights for everything.

Everything

Admin

To be used to configue the tenant,
create API keys and manage Users

Access Management read/write
Tenant Management read/write
Integration Management read/write

Auditor

To be used for auditing purposes
and for users that should not be
able to change anything.

Read for everything

  • *Order Manager &
    Customer Support**

To be used for creating and
managing Orders and Contracts.
Suitable for Sales and Customer Support

Tenant Management read
Contract and Order Management read/write
Document Management read/write
Product Management read
Accounts Receivable Management read
Customer Management read/write

Finance Manager

To be used for more complex accounting
tasks, such as configuring the
chart of Accounts, creating reports etc.

Tenant Management read
Accounting Management read/write
Clearing read/write
Reports read/write
Document Management read/write
Customer Management read
Contract Management read
Product Management read
Accounts Receivable Management read

  • *Accounts Receivable
    (AR) Manager**

To be used for day-to-day accounting tasks,
such as AR management.

AR Management read/write
Customer Management read
Clearing read/write
Document Management read/write
Tenant Management read
Accounting Management read
Reports read
Contract Management read
Product Management read

Product Manager

To be used to set up products and plans.

Product Management read/write
Tenant Management read
Contract Management read
Document Management read

Beta Preview

Access to experimental Webportal features
that aren't officially released. A Beta user will only
gain access to the features within his other role(s).

n/a

Deprecated Roles

Older users might still have deprecated roles assigned to them. Those deprecated roles will be removed by 2025-10-01. Users that only have deprecated roles assigned to them by this point might lose access to some of the system, so we recommend changing the roles of all users to the v2 roles defined above.