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  • IT Users
  • Business Users
User Roles at Company Level
IT UsersBusiness Users

Have complete access to Connect

Can only view and access Partners, Transactions, and Dashboard

Can manage templates, that is, create, edit, and delete templates

Can only view the templates

Can view and access My Profile, My Company, and Users options

Can access only My Profile and My Company options 

Can invite users and partnersCan only invite partners
User Roles at Partner Level
IT UsersBusiness Users

Have access to

Have access to

Can invite usersCan't invite users

To invite users:

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