SBPay.me User Roles: Difference between revisions

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|title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me

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Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.</span>

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To add a new user, do the following:

:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> section > Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users.</span>

:2. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New User</span> button.

:4. Once a profile is created the user will receive the invitation email and will be able to set his/get first password as well as 2-factor authentication.

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>

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;'''User Roles'''

<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.  

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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>

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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.

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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.

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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.

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<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.

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