There are two types of users that you can register in Connect:
- 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:
- Click Account.
- Click Users.
- Click Invite Users.
- Type the email id of the IT user in the Provide user email text box. <<write a note that this email will be used to register, or the user will use this email id to receive the registration link?>>
- Select the user role (IT or Business User) from the Select Role drop-down list.
- Type the note in the Note text box. <<define the significance of note, will it go as a message in mail?>>
- Click Send. You will receive an email from Adeptia on the registered email id. <<who will receive, the user? here the registration is done by the IT user so you should be clear?>>
- Open your email and check your Inbox to activate your account. <<These steps are for the User being registered>> << the steps above are being done by the IT user who is registering? >>
- Click Activate My Account.
- The registration screen appears in a new tab. Fill the details in the registration form and click Complete Registration.
You have registered successfully. Login to Adeptia Connect.