SBPay.me User Roles/da: Difference between revisions
Created page with "<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!''' Funktionaliteterne og omfanget af brugerroller kan blive ændret og udvidet i fremtidige udviklingsversioner af SBPay.me.</span>" Tags: Mobile edit Mobile web edit |
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For at tilføje en ny bruger skal du gøre følgende: | For at tilføje en ny bruger skal du gøre følgende: | ||
:1. Gå til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugere</span> > Klik på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugere.</span> | |||
:1. | :2. Klik på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Ny bruger</span>. | ||
:2. | :3. Opret brugerprofil: Indtast login, navn, e-mailadresse, telefonnummer, og vælg brugerrolle. | ||
:3. | :4. Når en profil er oprettet, modtager brugeren en invitations-e-mail og kan indstille sin første adgangskode samt 2-faktor-godkendelse. | ||
:4. | |||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!''' Hver brugers e-mailadresse skal være unik. Det er ikke muligt at oprette mere end én bruger med samme e-mailadresse.</span> | |||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">''' | |||
;'''Brugerroller''' | |||
;''' | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Systembruger:</span> Profilen for kontoens hovedadministrator. Har alle de adgangsniveauer, som administratoren har, og har desuden rettigheder til at administrere og blokere andre systembrugere med administratorrettigheder. | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"> | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administratorer har det højeste adgangsniveau, hvilket giver dem mulighed for at konfigurere indstillinger, administrere brugerroller, igangsætte transaktioner og overvåge hele det finansielle økosystem inden for SBPay. De har adgang til dashboardstatistikker, betalinger, fakturaer, tilbagevendende profiler, kundebetalingsmetoder og kan oprette betalingsanmodninger. Administratorer administrerer også virksomhedsprofiler, betalingsprocessorer, skatter, tilpassede funktioner og rapporter. De har mulighed for at oprette andre systembrugere og se handlingslogfiler for alle andre brugere. Derudover har administratorer adgang til API-nøgleautentificeringstoken og hemmelig nøgle. | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!''' Administratorer kan ikke ændre oplysninger, der er knyttet til rollen som systembruger, eller blokere systembrugerprofilen.</span> | ||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Regnskabsfører:</span> Regnskabsførere har adgang til salgssektioner, betalinger, fakturaer, tilbagevendende profiler, kundebetalingsmetoder og mulighed for at oprette betalingsanmodninger. De kan se deres egen brugerprofil, administrere skatter (herunder tilføje nye), få adgang til skatterapporter, kunderapporter og abonnementsstatistikker. | |||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">''' | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior revisor:</span> Junior revisorer har moderat adgang til dashboardet og salgssektionen. Kan oprette betalingsanmodninger, se og administrere deres egen brugerprofil. Har også kun læseadgang til skatteafsnittet i SBPay. | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"> | <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewere har begrænset adgang, så de kan se salgssektioner (betalinger, fakturaer, tilbagevendende profiler, kundebetalingsmetoder), skatteindstillinger, skatterapporter, kunderapporter og abonnementsstatistikker. De kan kun se oplysninger fra disse sektioner uden mulighed for at foretage ændringer. | ||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Visning uden adgang til personlige oplysninger:</span> Ligesom rollen Visning har denne bruger adgang til de samme indstillinger, men har ikke adgang til klientoplysninger. | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> | |||
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;"> | |||
{| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;" | {| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;" | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Dashboard Access | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Dashboard Access | ||
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br> | | style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begrænset <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun visning <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Betalinger | ||
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begrænset <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun visning <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Vis kun <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Fakturaer | ||
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| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begrænset <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Vis kun <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun vis <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tilbagevendende profiler | ||
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begrænset <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Vis kun <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun visning <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Kundens betalingsmetoder | ||
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| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begrænset <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Vis kun <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun vis <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Opret betalingsanmodninger | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Administrer brugerprofiler | ||
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun egen <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun egen <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun egen <br> | ||
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun egen <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Administrer virksomhedsprofil | ||
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 30px;" | | | style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 30px;" | ✔ <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Betalingsformidlere | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Skatteadministration | ||
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| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | | | style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Kun visning <br> | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Brugerdefinerede funktioner | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Rapporter | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tag | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tag-grupper | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Brugeraktivitetslogfiler | ||
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | API | | style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | API-nøgler | ||
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