Preamble

By default, any user with an account has access to all invoices that pass through the SY portal. When their account is created, they are automatically assigned to the company group, which is itself created automatically when the company joins or registers on the SY network.

To secure the invoicing cycle within the portal, permissions can be assigned to users. These permissions allow them to act within a clearly defined scope in the portal. As a result, each user can access only the documents relevant to them and perform actions on those documents based on the profile assigned to them.

This access management model is based on the combination of two concepts in SY: groups and profiles. The list of available profiles varies depending on the company’s status and the features enabled in the portal. A user may hold multiple profiles in the SY portal. This may occur, for example, when the same user needs to work on both a member company account and an invited company account.

⚠ User and permission management is restricted to users with the "Portal Administrator" profile (member account) or the "Manager" profile (invited account).

Profiles available for a client that is a member of the SY network

The default profiles available are as follows:

• Portal Administrator— This profile allows you to:
  • View all documents (invoices and orders) and access all enabled features to process them
  • Manage your company structure (create/modify/deactivate companies, establishments, divisions, and the corresponding groups)
  • Manage users (create/modify/unlock user accounts, update permissions)
• Supplier accountant — This profile allows you to: 
  • View and track invoices received from your suppliers through the SY solution
  • View and track orders issued from your information system