Role Permissions
ACTION | RESOURCE | ADMIN | VIEWER |
Organizations | |||
Create | Organization | ❌ | ❌ |
Read | Organization | ✅ | ✅ |
Update | Organization (name, timezone, logo) | ✅ | ❌ |
Delete | Organization | ❌ | ❌ |
Switch | Organization | ✅ | ✅ |
EDI Accounts | |||
Create | EDI Account | ✅ | ❌ |
Read | EDI Account | ✅ | ✅ |
Update | EDI Account | ✅ | ❌ |
Delete | EDI Account | ❌ | ❌ |
API Key | |||
Create | API Key | ❌ | ❌ |
Read | API Key | ✅ | ❌ |
Update | API Key | ❌ | ❌ |
Delete | API Key | ❌ | ❌ |
Regenerate | API Key | ❌ | ❌ |
Billing | |||
Read | Billing information | ✅ | ✅ |
Users | |||
Invite | Users | ✅ | ❌ |
Read | Users | ✅ | ✅ |
Update | Users (Not your own profile) | ❌ | ❌ |
Delete | Users | ❌ | ❌ |
Assign basic role | Users | ✅ | ❌ |
User details | |||
Read | Your own User profile (name) | ✅ | ✅ |
Update | Your own User profile (name) | ✅ | ✅ |
User security | |||
Reset | Your own User password | ✅ | ✅ |
User notifications | |||
Subscribe to | User Notifications | ✅ | ✅ |
Unsubscribe from | User Notifications | ✅ | ✅ |
Communication Channels | |||
Create | Communication Channels | ✅ | ❌ |
Read | Communication Channels | ✅ | ✅ |
Update | Communication Channels | ✅ | ❌ |
Delete | Communication Channels | ✅ | ❌ |
Send a Test | Communication Channels | ✅ | ❌ |
Test Connection | Communication Channels | ✅ | ❌ |
Activate | Communication Channels | ✅ | ❌ |
Deactivate | Communication Channels | ✅ | ❌ |
Set as default | Communication Channels | ✅ | ❌ |
Guidelines | |||
Create | Guidelines | ✅ | ❌ |
Read | Guidelines | ✅ | ✅ |
Update | Guidelines | ✅ | ❌ |
Delete | Guidelines | ❌ | ❌ |
Publish | Guidelines | ✅ | ❌ |
Archive | Guidelines | ✅ | ❌ |
Copy to new draft | Guidelines | ✅ | ❌ |
Set as default | Guidelines | ✅ | ❌ |
Remove default | Guidelines | ✅ | ❌ |
Scenarios | |||
Create | Scenarios | ✅ | ❌ |
Read | Scenarios | ✅ | ✅ |
Update | Scenarios | ✅ | ❌ |
Delete | Scenarios | See Archive | |
Publish | Scenarios | ✅ | ❌ |
Archive | Scenarios | ✅ | ❌ |
Copy | Scenarios | ✅ | ❌ |
Set as default | Scenarios | ✅ | ❌ |
Remove default | Scenarios | ✅ | ❌ |
Integration Assistance | |||
Use | Integration Assistance | ✅ | ✅ |
Trade requests | |||
Create | Trade requests | ✅ | ❌ |
Read | Trade requests | ✅ | ✅ |
Update | Trade requests | ✅ | ❌ |
Delete | Trade requests | ❌ | ❌ |
Resend | Trade requests invite | ✅ | ❌ |
Cancel | Trade requests | ✅ | ❌ |
Accept | Trade requests | ✅ | ❌ |
Reject | Trade requests | ✅ | ❌ |
Create | Onboarding form | Automated via accepted Trade Request | |
Read | Onboarding form | Public | |
Update | Onboarding form (not submitted) | Public | |
Submit | Onboarding form (not submitted) | Public | |
Relationships | |||
Create | Relationships | Automated via accepted Trade Request | |
Read | Relationships | ✅ | ✅ |
Update | Relationships | ✅ | ❌ |
Delete | Relationships | ❌ | ❌ |
Activate | Relationships | ✅ | ❌ |
Deactivate | Relationships | ✅ | ❌ |
Update status | Relationships | ✅ | ❌ |
Filter/Search | Relationships | ✅ | ✅ |
Scenario Checklists | |||
Create | Scenario Checklists | Automated via accepted Trade Request | |
Read | Scenario Checklists | ✅ | ✅ |
Manage | Scenario Checklists (Change Request) | ✅ | ❌ |
Update | Scenario Checklists | ✅ | ❌ |
Delete | Scenario Checklists | See Archive | |
Welcome page | |||
Read | Welcome page | ✅ | ✅ |
Transactions | |||
Create | Transactions Manually | ✅ | ❌ |
Upload | Transactions | ✅ | ❌ |
Read | Transactions (Data and Print View) | ✅ | ✅ |
Update | Transactions | ❌ | ❌ |
Delete | Transactions | ✅ | ❌ |
Download | Transactions | ✅ | ✅ |
Copy to Test | Transactions | ✅ | ❌ |
Read | Transactions Audit Trail | ✅ | ✅ |
Verify | Transactions Audit Trail | ✅ | ❌ |
Read | Transactions Attachments | ✅ | ✅ |
Download | Transactions Attachments | ✅ | ✅ |
Copy | Transactions Attachments | ✅ | ✅ |
Send | Transactions | ✅ | ❌ |
Resend | Transactions | ✅ | ❌ |
Reprocess | Transactions | ✅ | ❌ |
Forward | Transactions | ✅ | ❌ |
Link | Transactions to checklist step | ✅ | ❌ |
Acknowledge | Transactions | ✅ | ❌ |
Switch | Transactions data format | ✅ | ✅ |
Search | Transactions payload | ✅ | ✅ |
Copy | Transactions payload | ✅ | ✅ |
Transaction | ✅ | ✅ | |
Read | Transaction workflow | ✅ | ✅ |
Read | Transaction validation errors | ✅ | ✅ |
Read | Transaction empty fields | ✅ | ✅ |
Transactions List View | |||
Read | Transaction List View dashboard | ✅ | ✅ |
Filter | Transaction List View | ✅ | ✅ |
Export | Transaction List View | ✅ | ✅ |
Send in bulk | Transaction List View | ✅ | ❌ |
Resend in bulk | Transaction List View | ✅ | ❌ |
Reprocess in bulk | Transaction List View | ✅ | ❌ |
Rules | |||
Create | Rules | ✅ | ❌ |
Read | Rules | ✅ | ✅ |
Update | Rules | ✅ | ❌ |
Delete | Rules | ✅ | ❌ |
Copy | Rules | ✅ | ❌ |
Create | Lookup tables | ✅ | ❌ |
Read | Lookup tables | ✅ | ✅ |
Update | Lookup tables | ✅ | ❌ |
Upload | Lookup tables values | ✅ | ❌ |
Delete | Lookup tables | ✅ | ❌ |
Updated 7 months ago