SBPay.me User Roles: Difference between revisions
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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights. | <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights. | ||
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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key. | <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key. | ||
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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics. | <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics. | ||
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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes. | <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes. | ||
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