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.
| Company | |
|---|---|
| IT Users | Business Users |
Have all tabs in the task pane
| Have Partners, Transactions, and Dashboard tabs
|
Can manage all the transactions (create, edit, and delete templates) | Can only view the transactions |
Have My Profile, My Company, and Users options in the Account.
| Have My Profile and My Company options
|
| Can invite users and partners | Can only invite partners |
| Partner | |
|---|---|
| IT Users | Business Users |
Have two tabs in the task pane
| Have 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:
...
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