What are the different user profiles? (guest accounts)
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company.
For guest accounts, three profiles are available:
- Responsible
- Guest Client Manager
- Guest Supplier Manager
⚠️ Each user can combine multiple profiles if they need to work on the billing scope of multiple establishments or companies. However, the Administrator (member account) and Manager (guest account) profiles cannot be combined.
AUTHORISATION |
Responsible |
Guest Client Manager |
Guest Supplier Manager |
Sign the billing mandate | ✔️ |
- |
- |
Edit company information | ✔️ |
- |
- |
Manage portal users | ✔️ |
- |
- |
Create groups of companies | ✔️ |
- |
- |
Create groups of establishments of a company | ✔️ |
- |
- |
Submit or enter an invoice | ✔️ |
✔️ |
✔️ |
View invoices received | ✔️ |
✔️ |
- |
View issued invoices | ✔️ |
- |
✔️ |
View orders | ✔️ |
✔️ |
✔️ |
Related questions
- My client allows me to send invoices by email or to enter or upload them on the portal. Do I have to choose?
- What documents can I exchange with my client?
- When creating a facility, what does the "Identifier" field correspond to?
- If I send an invoice through SY, do I also have to send a paper invoice by post?