SBPay.me-brugerroller

Det er nemt at tilføje brugere til din SBPay.me-konto, så du kan tildele forskellige teammedlemmer de rette adgangsrettigheder baseret på deres ansvarsområder og behov inden for platformen.

Bemærk! Funktionaliteterne og omfanget af brugerroller kan blive ændret og udvidet i fremtidige udviklingsversioner af SBPay.me.

For at tilføje en ny bruger skal du gøre følgende:

1. Gå til SBPay.me -> Brugere > Klik på Brugere.

2. Klik på knappen Ny bruger.

3. Opret brugerprofil: Indtast login, navn, e-mailadresse, telefonnummer, og vælg brugerrolle.

4. Når en profil er oprettet, modtager brugeren en invitations-e-mail og kan indstille sin første adgangskode samt 2-faktor-godkendelse.

Bemærk! Hver brugers e-mailadresse skal være unik. Det er ikke muligt at oprette mere end én bruger med samme e-mailadresse.

Brugerroller

Systembruger: Profilen for kontoens hovedadministrator. Har alle de adgangsniveauer, som administratoren har, og har desuden rettigheder til at administrere og blokere andre systembrugere med administratorrettigheder.

Admin: 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.

Please note! Admin and can not change any details associated with the System User role as well as block the System User profile.

Accountant: 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.

Junior Accountant: 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.

Viewer: 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.

Viewer without Personal Info Access: Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.

	Admin/System User	Accountant	Junior Accountant	Viewer	Viewer without Personal Info Access
Dashboard Access	✔		Limited	View Only	View Only
Payments	✔	✔	Limited	View Only	View Only
Invoices	✔	✔	Limited	View Only	View Only
Recurring profiles	✔	✔	Limited	View Only	View Only
Customer payment methods	✔	✔	Limited	View Only	View Only
Create payment requests	✔	✔	✔
Manage user profiles	✔	Own only	Own only	Own only	Own only
Manage company profile	✔
Payment processors	✔
Tax management	✔	✔	View Only	View Only	View Only
Custom features	✔
Reports	✔	✔		View Only	View Only
Tag groups	✔
User activity logs	✔
API keys	✔