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- IT Users
- Business Users
The roles of both users differ at Company side and Partner side.
| Company | Partner | ||
|---|---|---|---|
| IT Users | Business Users | IT Users | Business Users |
View Can view all tabs in the task pane
| View Can view Partners, Transactions, and Dashboard
| ||
Can manage all the transactions (create, edit, and delete templates) | Can only view all the transactions | ||
| Can create invite users and invite partners | Can only create invite partners | ||
Can view My Profile, My Company, and Users options in the Account.
| Can view My Profile and My Company option
| ||
At Company
IT Users can view all tabs (Partners, Transactions, Dashboard, and Configure) in the task pane. They can manage all the transactions and can create and invite partners. They can view My Profile, My Company, and Users options in the Account.
Business Users can view tabs (Partners, Transactions, and Dashboard) in the task pane. They can only view all the transactions and can only create partners. They can view My Profile and My Company options in the Account.
At Partner
IT Users can view tabs (Transactions and Dashboard) in the task pane. By default, the role is IT user. They can invite Business users as well.
| Partner | |
|---|---|
| IT Users | Business Users |
Can view two tabs in the task pane
| Can view 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:
- Click Account.
- Click Users. The list of existing users, if any, is populated on the screen.
- Click Invite Users.
- Type the email id of the IT user in the Provide user email text box.
- Select IT User or Business User from the Select Role drop-down list.
- Type the note in the Note text box.
- Click Send. You will receive an email from Adeptia on the registered email id.
- Open your email and check your Inbox to activate your account.
- Click Activate My Account.
- The registration screen appears in a new tab. Fill the details in the registration form and click Complete Registration.
You have registered successfully. Login to Adeptia Connect.
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