User roles

There are six different roles that a user can have:

  • Account Owner
    There is only one user with this role. This is the user who creates the organization in the first place, has the ultimate responsibility of the organization in the portal, and has complete visibility and unrestricted access rights on it.

  • Account Assistant
    The account assistant is a role designed to assist the Account Owner to set up and maintain the organization in the portal. This user has the same access rights as the Account Owner.

  • Business Unit Manager
    This role should be used to give a person control and visibility of a specific business unit. A Business Unit Manager has a complete view of the business unit, but no access to other business units.

  • Technical Lead
    This role should be used to give a person visibility and control and of one or more projects. A Technical Lead has a complete view of the assigned projects, but no access to projects.

  • Developer
    This role should be used to give credentials to create and work with products. The management of these products will be assisted by the Technical Lead.

  • Guest
    The role is only used to give access to some privileged information to a user. The majority of the information on the portal is public but a user could access some restricted areas having this role.

User permission details

User management

Roles

Delete User

Create Users

AO

AA

BM

TL

Dev

G

AO

AA

BM

TL

Dev

G

Account Owner (AO)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

Account Assistant (AA)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

(tick)

Business unit Manager (BM)

(tick)

(tick)

(tick)

(tick)

(tick)

Technical Lead (TL)

(tick)

(tick)

(tick)

Developer (Dev)

Guest (G)

Organization management

Some permissions access are still under development. Permissions marked with (warning) are the ones the respective user eventually should have in addition to permissions marked with (tick).

Roles

Business Unit

Project

Create

Edit

Delete

Create

Edit

Delete

Assign Users

Account Owner (AO)

(tick)

(tick)

(warning)

(tick)

(warning)

(warning)

(warning)

Account Assistant (AA)

(tick)

(tick)

(warning)

(tick)

(warning)

(warning)

(warning)

Business unit Manager (BM)

(warning)

(warning)

(warning)

(tick)

(warning)

(warning)

(warning)

Technical Lead (TL)

(tick)

(warning)

(warning)

(warning)

Developer (Dev)

(warning)

Guest (G)

Product management

Some permissions access are still under development. Permissions marked with (warning) are the ones the respective user eventually should have in addition to permissions marked with (tick).

Roles

Products

Order

Cancel

Edit

Assign Users

Account Owner (AO)

(tick)

(tick)

(warning)

(warning)

Account Assistant (AA)

(tick)

(tick)

(warning)

(warning)

Business unit Manager (BM)

(tick)

(tick)

(warning)

(warning)

Technical Lead (TL)

(tick)

(tick)

(warning)

(warning)

Developer (Dev)

(tick)

(tick)

(warning)

(warning)

Guest (G)

Financial overview

Some permissions access are still under development. Permissions marked with (warning) are the ones the respective user eventually should have in addition to permissions marked with (tick).

Project and product financial overview

Roles

My Own Products

My Project

Other Projects

Overview

Projects

Products

Projects

Products

Account Owner (AO)

(warning)

(warning)

(warning)

(warning)

(warning)

Account Assistant (AA)

(warning)

(warning)

(warning)

(warning)

(warning)

Business unit Manager (BM)

(warning)

(warning)

(warning)

Technical Lead (TL)

(warning)

(warning)

(warning)

Developer (Dev)

(warning)

(warning)

Guest (G)

Company and business unit overview

Roles

My Business Unit

Other Business Unit

Company

Business Unit

Projects

Products

Business Unit

Projects

Products

All

Account Owner (AO)

(warning)

(warning)

(warning)

(warning)

(warning)

(warning)

(warning)

Account Assistant (AA)

(warning)

(warning)

(warning)

(warning)

(warning)

(warning)

(warning)

Business unit Manager (BM)

(warning)

(warning)

(warning)

Technical Lead (TL)

Developer (Dev)

Guest (G)

Users roles - FAQ

  1. Can a user have more than one role?
    No, our roles are strict to differentiate the actions that this user should perform in the Portal.

  2. Can I use the same email to work in different organizations?
    No, our system works with a unique email which identifies you in all your organization products. You cannot use the same email to access to different organizations.