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.
The roles, Monitor and View Only User cannot act as a base role when you are creating a custom role.
Company users' permissions
The following table lists the company users' permissions:
User Roles
Sys Admin
IT User
Business User
View Only User
Monitor
Have complete access to:
Theme Settings
Partners
Transactions
Dashboard
Configure
Have complete access to:
Partners
Transactions
Dashboard
Configure
Have complete access to:
Partners
Transactions
Dashboard
Configure
Can only access:
Configure
Transactions
Dashboard
Partners
Can only access:
Dashboard
Configure
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.
Can access My Profile, My Company along with Theme Settings, Users, Roles, Partner Users options.
Can access My Profile, My Company, Roles, Users, Partner Users options.
Can access only My Profile and My Company options.
Can access only My Profile, My Company options.
Can access only My Profile and My Company options.
Can invite Users and Partners
Can invite Users and Partners
Can only invite the Partners
Cannot invite Partners
Cannot invite Partners
Partner users' permissions
The following table lists the Partner users' permissions:
