Rights and Roles

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