- IT Users
- Business Users
User Roles at Company Level | |
---|---|
IT Users | Business Users |
Have complete access to Connect | Can only view and access Partners, Transactions, and Dashboard |
Manage transactions that is create, edit, and delete templates | Can only view the transactions |
Can view and access My Profile, My Company, and Users options in an Account. | Can only access My Profile and My Company
|
Can invite users and partners | Can only invite partners |
User Roles at Partner Level | |
---|---|
IT Users | Business Users |
Have access to | Have access to |
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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A Company may have numerous Users and there is a need to create separate users account to allow users to access Adeptia Connect using their own credentials. A Company User can invite Partners and creates Templates and Transactions.
There are three types of Users in Adeptia Connect:
- IT User
- Business User
- Sys Admin
The role of each User differs. For more information, refer to User Roles.
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Register a User through an invitation, view the status of the sent invitations, and resend the invitation to the unaccepted invitations.
View the details of a User specified while sending an invitation.
Deactivate a User to restrict access from Adeptia Connect.
Modify the details of a User.
Prevent a user to access Adeptia Connect by deleting it.
Next Step