User Roles
The users' rights may vary depending upon their role defined. For example, the privileges assigned to an IT user may be different from that of a Business User.
Company users' permissions
The following table lists the Company users' permissions:
| User Roles | |||||
|---|---|---|---|---|---|
| Sys Admin | IT User | Business User | View Only User | Monitor | Admin Restricted |
Have complete access to:
| Have complete access to:
| Have complete access to:
| Can only access:
| Can only access:
| Can only access:
|
Can change the theme of Connect 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 create a transaction using a template listed on Templates option under the Transactions tab. A business user can access and manage all the services except for the Process Flow, Templates, Projects, and Web Forms under the Configure tab. | 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. | A user with Monitor role can view only logs on the Dashboard. | A user with Admin Restricted role:
|
Can access:
| Can access:
| Can access:
| Can access:
| Can access:
| Can access:
|
| Can invite Users and Partners | Can invite Users and Partners | Can only invite the Partners | Cannot invite Partners | Cannot invite Partners | Cannot invite Partners |
Partner users' permissions
The following table lists the Partner users' permissions:
| User Roles | ||
|---|---|---|
| Partner IT User | Partner Business User | Partner View Only User |
|
|
|
| Can invite Partner IT User, Partner Business User | Can't invite Users | Can't invite Users |