User Roles

The user rights may vary depending upon their role defined. For example, the privileges assigned to an IT user may be different to that of a Business User. The following table lists the user rights:

User Roles
Sys AdminIT UserBusiness UserView-Only User

Have complete access:

  • Theme Settings
  • Partners
  • Transactions
  • Dashboard
  • Configure

Have complete access:

  • Partners
  • Transactions
  • Dashboard
  • Configure

Have complete access:

  • Partners
  • Transactions
  • Dashboard

Can only view and access:

  • Configure
  • Transactions
  • Dashboard
  • Partners


Can change the theme of Connect Portal and Process Designer through My Company option.

Sys Admin user can manage Templates, that is, create, edit, and delete Templates. However, it is recommended that IT User should manage Templates and other entities.

Can manage Templates, that is, create, edit, and delete Templates.

Can only view the Templates.Can only view the Templates.

View-Only User type is applicable for Hub User. View-Only User has only the view permissions on all the entities that are visible to a Business User. 

Can view and access My Profile, My Company along with Theme Settings, Users, Roles, Partner Users, Manage Objects, and Security Settings options.

Can view and access My Profile, My Company, Roles, Users, Partner Users, Manage Objects, and Security Settings options.

Can access only My Profile, My Company, and Manage Objects options.

Can view only My Profile, My Company, and Manage Objects options.

Can invite Users and PartnersCan invite Users and PartnersCan only invite the PartnersCannot invite Partners