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.
 | The two roles, Monitor and Monitor Limited, cannot act as a base role when you are creating a custom role. |
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Company users' permissions
The following table lists the Company users' permissions:
| User Roles | Access | Can manage: | Can invite: |
|---|---|---|---|
| Sys Admin | Have complete access to: • Theme Settings • Partners • Transactions • Dashboard • Configure Can access: • My Profile • My Company • Users • Roles • Partner Users • Security Settings | 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. | Users and Partners |
| IT User | Have complete access to: • Partners • Transactions • Dashboard • ConfigureCan access: • My Profile • My Company • Roles • Users • Partner Users • Security Settings | Can manage Templates, that is, create, edit, and delete Templates. | Users and Partners |
| Business User | Have complete access to: • Partners • Transactions • Dashboard • ConfigureCan access only: • My Profile • My Company | 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. | Partners |
| View Only User | Can only access: • Configure • Transactions • Dashboard • PartnersCan access only: • My Profile • My Company | 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. | Cannot invite Partners |
| Monitor | Can only access: • Dashboard • Configure (only Developer Studio)Can access only: • My Profile • My Company | A user with Monitor role can view only logs on the Dashboard. | Cannot invite Partners |
| Monitor Limited | Can only access: • Configure (only Developer Studio)Can access only: • My Profile • My Company | Can only access Adeptia Connect Server through Adeptia Connect Portal. | Cannot invite Partners |
Partner users' permissions
The following table lists the Partner users' permissions:
| User Roles | User Roles | User Roles |
|---|---|---|
| Partner IT User | Partner Business User | Partner View Only User |
• Can access and manage Transactions • Can view the Dashboard | • Can access and manage Transactions • Can view the Dashboard | • Can view Transactions and the Dashboard |
| Can invite Partner IT User, Partner Business User | Can't invite Users | Can't invite Users |