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 UsersUser
- Business Users User
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 view and access My Profile, My Company, and Users options
Can access only My Profile and My Company options
| User Roles at Partner Level | |
|---|---|
| IT Users | Business Users |
Have access to
| Have access to
|
| Can invite users | Can't invite users |
To invite users:
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Type the email id of the user in the Provide user email text box.
| Info |
|---|
| The email id is used to register user and to activate the account. |
...
Activating Account
IT user or Business user needs to perform the following steps to activate the account.
...
Next Steps
...
- 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