Default User Roles
Following are the basic role types for Adeptia Connect:
| Sys Admin | IT User | Business User | View Only User |
|---|---|---|---|
| Have complete access: • Theme Settings • Partners • Transactions • Dashboard • Configure | Have complete access: • Partners • Transactions • Dashboard • Configure | Can only view and 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 not recommended for Sys Admin 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 (in case of GAC), Partner Users, Manage Objects, and Security Settings options. | Can view and access My Profile, My Company, Roles (in case of GAC), 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 Partners | Can invite Users and Partners | Can only invite the Partners | Cannot invite Partners |