Privileges

Lets admin users on the customer level open E-Invoice Connect from a link that appears on the landing page in Admin Center. The link utilizes single sign-on, so login credentials are not required to access E-Invoice Connect via the link.

This setting is only visible if the E-Invoice Connect service is enabled.

This privilege gives the user permission to manage accounts, users and settings in Admin Center. The Manage accounts privilege, also lets you grant the Manage services privilege, even if you do not have the Manage services privilege yourself.

This privilege is required to:

• Enable and disable preview features.

Subsidiary administrators with this privilege can:

• Add/delete services for partners and customers.
• Choose the active target system for partners and customers.
• Edit the target system settings of partners and customers.
• Add, delete, and download resources from the Resources view.

Partner and Partner group administrators with this privilege can:

• Choose the active target system for customers.
• Edit the target system settings of partners and customers.
• Add, delete, and download resources from the Resources view.

Customer administrators with this privilege can only view target system settings. Customer administrators need the Manage target system settings privilege to edit target system settings.:

Grants administrators the ability to create, update, delete, activate/deactivate, group/ungroup, pause/resume and move organizations. Administrators with this privilege can also grant this privilege to other administrators, but cannot remove the privilege from themselves.

During customer creation, if a user has the Manage suborganizations privilege, but does not have the Manage services privilege, only these services are available:

• Extraction
• Process control
• Target system

Grants permission to add, remove and edit services.

Administrators with this privilege can edit the settings of all services. Therefore, they do not need more specific service-management privileges below, such as Manage extraction settings, Manage target system settings etc.

Grants permission to edit Classification service settings.

Grants permission to edit Email input service settings.

Grants permission to edit E-Invoice Connect service settings.

This setting is only visible if the E-Invoice Connect service is enabled.

Grants permission to edit Extraction service settings.

Grants permission to edit Master data service settings.

Grants permission to edit Notifications service settings.

Grants permission to edit Process control service settings.

Grants permission to edit Purchase order service settings.

Grants permission to edit Storage service settings.

This privilege is only available to partner administrators.

Grants permission to edit Target-system settings.

Grants permission to edit Validation service settings.

This privilege is only available to partner administrators. Customer administrators can edit rules in the document types via the Extraction service if they have the Manage extraction settings privilege.

Grants permission to edit Verification service settings.

Grants permission to add, delete, enable/disable and edit users. This privilege also grants the ability to reset passwords and import/export users.

You must have the Manage accounts or Manage user accounts privilege to grant this privilege to another user. You cannot remove this privilege from your own account unless you have the Manage accounts privilege.

Grants permission to add, delete and edit user groups. When copying customers, this privilege also lets user groups be copied too.

You must have the Manage accounts or Manage user groups privilege to grant this privilege to another user. You cannot remove this privilege from your own account unless you have the Manage accounts privilege.

Grants administrators the right to add, edit and delete identity providers in the Identity providers view.

This privilege is available to subsidiary and partner administrators.

Grants administrators the right to add, delete, download, trust and untrust resources in the Resources view.

This privilege is available to subsidiary and partner administrators.

This privilege is included in the default administrator privileges when an admin user is created via the API. However, it is not included by default when an admin user is created via Admin center.

Gives the user permission to approve invoices in a workflow. Also gives exception handlers permission to send rejected invoices to manual separation.

Gives the user permission to:

• Start workflows (correction and approval).
• Approve documents in correction and approval workflows.
• Reject documents.
• Request info for documents.
• Send documents back to verification.

Original emails containing invoices can be viewed on the Attachments tab by Office users with this privilege.

Grants access to the Verify view, but restricts access to documents with the status, Request for information. If you want to restrict access in using this status, you must also disable the Access VERIFY privilege, which supersedes Access VERIFY - Reply.

Lets you select which workflow you want to send an invoice to from the document view by adding a menu to the OK button in the document view. This is helpful if you want to override the default rules for a particular invoice.

Lets users change the bypass verification setting for suppliers.

Lets users toggle field visibility during verification.

Lets users change the Lock online learning setting for suppliers or customers.

For accounts payable processes, the setting is in the Add/Edit supplier dialog.

For accounts receivable processes, the setting is in the Add/Edit customer dialog.

Gives users permission to delete documents. This applies to all views and instances where it is possible to delete documents, such as the document view.

This privilege is also required to delete files from the Documents and Files views.

Users with this privilege can also delete documents that are on hold.

Gives users permission to approve documents and change invoice field values in a workflow. Normally, you can only change invoice field values during verification, or when an invoice has the status, Pending correction, because it was rejected by the target system. This privilege, however, gives the user the ability to change field values at any time during the approval process.

Users with this privilege can also code documents in a workflow, even if the Coding setting is not selected in the workflow step.

Grants access to the Document separation view and displays the Split button in the document view.

The Access RECEIVED privilege is also required to perform document separation

Gives users permission to reroute approval documents.

Gives users permission to unhold documents. You do not need this permission to unhold documents that you have put on hold yourself.

Determines whether user interactions during verification affect online learning. Disable this privilege to prevent new or inexperienced users from having a detrimental effect on documents that have high identification and extraction rates.

This privilege does not override the Lock online learning setting.