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SBPay.me User Roles/sv: Difference between revisions

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Created page with "Att lägga till användare till ditt [https://sbpay.me SBPay.me-konto] är en enkel process som gör att du kan bevilja lämpliga åtkomsträttigheter till olika teammedlemmar baserat på deras ansvar och behov inom plattformen."
Created page with "{{#seo: |title=Vanliga frågor om intäktshanteringsprogramvara och fakturering |description=Tilldela specifika användarroller för SBPay.me för att hantera transaktioner på ett säkert sätt. Anpassa behörigheter enkelt. Läs mer här! |titlemode=lägg till |keywords=faq, vanliga frågor, installation, installationshjälp, support, hjälpinnehåll, åtkomstnivåer, användarroller, systemåtkomst, skapa användare, skapa åtkomst, lägg till revisoråtkomst }}"
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Gör följande för att lägga till en ny användare:
Gör följande för att lägga till en ny användare:


<div lang="en" dir="ltr" class="mw-content-ltr">
:1. Gå till <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Användare</span> &gt; Klicka på <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Användare.</span>
: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. Klicka på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Ny användare</span>.
:2. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New User</span> button.
:3. Skapa användarprofil: ange inloggningsnamn, namn, e-postadress, telefonnummer och välj användarroll.
:3. Create User Profile: input Login, Name, Email address, Phone number, and select the user Role.
:4. När en profil har skapats får användaren ett inbjudningsmejl och kan ställa in sitt första lösenord samt tvåfaktorsautentisering.
: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.
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Observera!''' Varje användares e-postadress måste vara unik. Det går inte att skapa fler än en användare med samma e-postadress.</span>
<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>
</div>




<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Användarroller'''
;'''User Roles'''
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Systemanvändare:</span> Profilen för huvudadministratören för kontot. Har alla åtkomstnivåer som administratören har och har dessutom rätt att hantera och blockera andra systemanvändare med administratörsrättigheter.
<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;">Admin:</span> Administratörer har den högsta åtkomstnivån, vilket gör att de kan konfigurera inställningar, hantera användarroller, initiera transaktioner och övervaka hela det finansiella ekosystemet inom SBPay. De har tillgång till statistik på instrumentpanelen, betalningar, fakturor, återkommande profiler, kundbetalningsmetoder och kan skapa betalningsförfrågningar. Administratörer hanterar också företagsprofiler, betalningsprocessorer, skatter, anpassade funktioner och rapporter. De har möjlighet att skapa andra systemanvändare och visa åtgärdsloggar för alla andra användare. Dessutom har administratörer tillgång till API-nyckelautentiseringstoken och hemlig nyckel.  
</div>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Observera!''' Administratörer kan inte ändra några detaljer som är kopplade till rollen Systemanvändare eller blockera systemanvändarprofilen.</span>
<div lang="en" dir="ltr" class="mw-content-ltr">
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bokförare:</span> Bokförare har tillgång till försäljningssektioner, betalningar, fakturor, återkommande profiler, kundbetalningsmetoder och möjligheten att skapa betalningsförfrågningar. De kan visa sin egen användarprofil, hantera skatter (inklusive lägga till nya), få tillgång till skatterapporter, kundrapporter och prenumerationsstatistik.
<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;">Juniorredovisare:</span> Juniorredovisare har begränsad åtkomst till instrumentpanelen och försäljningssektionen. De kan skapa betalningsförfrågningar, visa och hantera sin egen användarprofil. De har också läsbehörighet till skatteavsnittet i SBPay.
</div>
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Visare:</span> Visare har begränsad åtkomst och kan se försäljningssektioner (betalningar, fakturor, återkommande profiler, kundbetalningsmetoder), skatteinställningar, skatterapporter, kundrapporter och prenumerationsstatistik. De kan endast se information från dessa sektioner utan möjlighet att göra ändringar.
<div lang="en" dir="ltr" class="mw-content-ltr">
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Visare utan åtkomst till personlig information:</span> Liksom rollen Visare har denna användare åtkomst till samma inställningar, men har begränsad åtkomst till klientinformation.
<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>
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
<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.
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
<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.
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
<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.
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
<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.
</div>




<div lang="en" dir="ltr" class="mw-content-ltr">
{| 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;" | &#10004; <br>
| 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;" | Limited <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begränsad <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Payments
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Betalningar
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begränsad <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Invoices
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Fakturor
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begränsad <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Recurring profiles
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Återkommande profiler
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begränsad <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Customer payment methods
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Kundens betalningsmetoder
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Begränsad <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
|-
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Create payment requests
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Skapa betalningsförfrågningar
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| 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; " |  <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " |  <br>
|-
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage user profiles
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Hantera användarprofiler
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast ägare <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast egna <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast egen <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast egen <br>
|-
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage company profile
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Hantera företagsprofil
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 30px;" | &#10004; <br>
| 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>
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| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Payment processors
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Betalningshanterare
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
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| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tax management
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Skattehantering
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visning <br>
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Custom features
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Anpassade funktioner
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| 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;" | Reports
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Rapporter
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| 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;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Endast visa <br>
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tag groups
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tagggrupper
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| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | User activity logs
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Användaraktivitetsloggar
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| 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; " | <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
Line 155: Line 134:
| 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; padding: 10px;" | API keys
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | API-nycklar
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | &#10004; <br>
| 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; " | <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
Line 162: Line 141:
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
|}
|}
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