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You can invite two types of users

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 UsersUser
  • Sys Admin

The roles of both users differ at Company side and Partner side.

CompanyPartner
IT UsersBusiness UsersIT UsersBusiness Users

View all tabs in the task pane

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View Partners, Transactions, and Dashboard

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Can manage all the transactions  (create, edit,

and delete templates)

Can only view all the transactions  
Can create and invite partnersCan only create partners  

Can view My Profile, My Company, and Users options

in the Account.

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Can view My Profile and My Company option

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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.

 

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role of each User differs. For more information, refer to User Roles.

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Inviting a User

Register a User through an invitation, view the status of the sent invitations, and resend the invitation to the unaccepted invitations.

Viewing User Details

View the details of a User specified while sending an invitation.

Deactivating a User

Deactivate a User to restrict access from Adeptia Connect.

Editing User Details

Modify the details of a User.

Moving Objects to Another User

Move the objects to another User of the same type (IT to IT User or Business to Business User).

Deleting a User

Prevent a user to access Adeptia Connect by deleting it.

 

Next Step

Adding Networks