What are the roles of users (Account Manager, Manager, Administrator, Supplier Accountant, Customer Accountant) ?
There are various user profiles on SY:
- Manager
- Guest Supplier Manager
- Administrator
- Supplier Accountant
- Customer Accountant
User rights on SY depend on the user profile:
Right | Account Manager | Manager | Administrator | Customer Accountant | Supplier Accountant |
Log in to the portal | Yes | Yes | Yes | Yes | Yes |
Ask to change password | Yes | Yes | Yes | Yes | Yes |
Ask to resend ID | Yes | Yes | Yes | Yes | Yes |
Enter a new password | Yes | Yes | Yes | Yes | Yes |
Agree to the invoicing mandate | Yes | Yes | N/A | N/A | N/A |
Manage my account | Yes | Yes | Yes | Yes | Yes |
View Company information | Yes | Yes | Yes | Yes | Yes |
Edit Company information | Yes | No | Yes | No | No |
Manage users | Yes | No | Yes | No | No |
Manage groups | Yes | No | Yes | No | No |
Upload invoices to SY | Yes | Yes | N/A | N/A | N/A |
View sent invoices | Yes | Yes | Yes | No | Yes |
View orders | Yes | Yes | Yes | Yes | Yes |
View received invoices | N/A | N/A | Yes | No | No |
Rights apply to the groups to which the user belongs
For example:
- I can view all companies for which I have authorisations,
- As an Manager, I can create facilities for the companies for which I am the Manager
- As a Manager, I can view the facilities for the companies for which I have authorisations