Administration

There are two types of administrators in Tungsten AP Essentials, each with different capabilities and responsibilities:

• Partner admin - responsible for setting up the system and configuring settings on the partner and customer level. Partner administrators can also run reports, assist with problem invoices and perform other activities. As a partner, you are the acting administrator for your customers. It is your responsibility to set up and maintain accounts for customers.

  Partner admin tasks include:

  • Adding customers and activating their accounts.
  • Creating user accounts so customers can access the system to process invoices.
  • Managing services.
  • Optionally add buyers if a customer has more than one organization (buyer).
  • Uploading master data.
  • Processing reports to bill customers.
• Customer admin - restricted to a reduced set of tasks and settings on the customer level. As a customer administrator, it is your responsibility to maintain settings for your users.

  Customer admin tasks include:

  • Creating user accounts so customers can access the system to process invoices.
  • Managing some services.
  • Optionally add buyers if a customer has more than one organization (buyer).
  • Uploading master data.
  • Processing reports to bill customers.