Rôles des utilisateurs SBPay.me

L'ajout d'utilisateurs à votre compte SBPay.me est un processus simple qui vous permet d'accorder des droits d'accès appropriés aux différents membres de votre équipe en fonction de leurs responsabilités et de leurs besoins au sein de la plateforme.

Remarque importante ! Les fonctionnalités et l'étendue des rôles des utilisateurs peuvent être modifiées et étendues dans les versions futures de SBPay.me.

Pour ajouter un nouvel utilisateur, procédez comme suit :

1. Accédez à SBPay.me -> section Utilisateurs > cliquez sur Utilisateurs.

2. Cliquez sur le bouton Nouvel utilisateur.

3. Créez un profil utilisateur : saisissez le nom d'utilisateur, le nom, l'adresse e-mail, le numéro de téléphone et sélectionnez le rôle de l'utilisateur.

4. Une fois le profil créé, l'utilisateur recevra un e-mail d'invitation et pourra définir son premier mot de passe ainsi que l'authentification à deux facteurs.

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.

User Roles

System User: 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.

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	✔