Understanding user role on Payflows
Analytics : Home, Cashflows and Transactions features
No access : access to Analytics features is not allowed
Viewer : allows to access to Analytics features as a viewer only
- Can view balance, cashflow, transactions data
- Can export data from table or dashboard
Contributor : allows to access to Analytics features as a contributor
- Is allowed to do everything that a viewer can do
- Assign & edit axes for a transaction or a bulk of transactions
- Assign & edit counterparties for a transaction or a bulk of transactions
- Can create or edit analytical axes rules
Requests : Purchase requisitions and Payment requests features
No access : access to Requests features is not allowed
Requester : allows to request through forms
Approver : allows to request through forms and approve specific requests
Controller : allows the user to request, approve specific requests and view them all
Unrestricted : allows the user to request, approve specific requests and view all requests
Payments : Bank orders features
No access : access to Bank orders is not allowed
Payor : can created bank orders, approve other’s orders and pay all orders within their limit
Unrestricted : can created bank orders, approve other’s orders and pay all orders
Managing user role of a single user on Payflows
- Go to Settings section on Payflows
- Then go to Users management
- Search the desired user (you can write the name the search bar or add filter)
- Click on the role of the user you want to change in Analytics, Requests or Payments column
- Click on an other role (depending your right, the section, and the actual role of the user it can be user, admin or owner)
Managing user role of a bulk of users on Payflows
- Go to Settings section
- Click on Users management
- Search the concerned users (you can write the name the search bar or add filter)
- Select the user you want to edit role by checking the box at the far-left of the users you want to modify role
- Click Analytics, Requests or Payments on the top of your screen depending the role your want to modify
- Click on an other role (depending your right and the actual status of the user it can be viewer, unrestricted, etc)