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Activating Account
After the user receives activation email
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User Roles
The users' rights may vary depending upon the their role defined at a company level or at a partner level. For example the privileges assigned to an IT user of a Company may be different to that of a Partner. The following table lists the privileges in more detail:
| User Roles at Company Level | |
|---|---|
| IT Users | Business 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 partners | Can only invite partners |
| User Roles at Partner Level | |
|---|---|
| IT Users | Business Users |
Can access
| Can access
|
| Can invite users | Can't invite users |
Next Steps
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A
user can register on Adeptia Connect through an invitation only. Company admin after setting up a company adds an user and sends an activation email. Users that you register in Adeptia Connect will be of two types:- IT Users
- Business Users
Access the table at the end of this page for detailed information on user roles.
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. |
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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