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 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 | Access | Can manage: | Can invite: |
|---|---|---|---|
| Sys Admin | Have complete access to:
Can 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. | Users and Partners |
| IT User | Have complete access to:
Can access:
| Can manage Templates, that is, create, edit, and delete Templates. | Users and Partners |
| Business User | Have complete access to:
Can access:
| Can create a transaction using a template listed on the 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:
Can access:
| 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:
Can access:
| A user with Monitor role can view only logs on the Dashboard. | Cannot invite Partners |
| Admin Restricted | Can only access:
Can access:
| A user with an Admin Restricted role:
| 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 |