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- IT Users
- Business Users
The roles of both users differ at Company side and Partner side.
| Company | |
|---|---|
| IT Users | Business Users |
Have all All tabs in the task pane
| Have Only Partners, Transactions, and Dashboard tabs
|
Can manage Manage all the transactions (create, edit, and delete templates) | Can only Only view the transactions |
Have My Profile, My Company, and Users options in the Account.
| Have Only My Profile and My Company options
|
| Can invite users and partners | Can only invite partners |
| Partner | |
|---|---|
| IT Users | Business Users |
Have two Two tabs in the task pane
| Have two Two tabs in the task pane
|
| Can invite users | Can't invite users |
| By default, partner role is IT user | |
Perform the following steps to invite users:
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