User roles
There are four user roles:
Subscription Owner
Business Administrator
IT Administrator
Read-only user
Subscription Owner
There can only be a single Subscription Owner, and only the Subscription Owner can invite someone else to be a Subscription Owner.
Therefore, if you are the current Subscription Owner and you invite someone else to be the Subscription Owner, unless you have another role assigned, you will lose access to the connection.
If this happens and you need access, ask the new Subscription Owner to assign you a role.
Subscription owners have full permission to manage a connection which means they can:
Pay for a connection
Reconnect or disconnect endpoints
Change the timezone the connection operates in
Update the connection name
Where available, modify or create views
For Xero and Power BI – change the locked period export status
For Xero and Power BI – change the reporting currency
For Xero and Power BI – changed the budget used for forecasting
For Power BI connectors – Change Postgres DB
Synch history: hide records
Can invite Business Administrator users
Can invite IT users
Can invite read-only users
Can transfer subscription ownership
Cancel a connection
Manually run a connection
Can group connections
Can ungroup connections
Business Administrator
Business Administrators are able to do everything except pay or cancel a subscription.
Reconnect or disconnect endpoints
Change the timezone the connection operates in
Update the connection name
Where available, modify or create views
For Xero and Power BI – change the locked period export status
For Xero and Power BI – change the reporting currency
For Xero and Power BI – changed the budget used for forecasting
Synch history: hide records
Can invite Business Administrator users
Can invite IT users
Can invite read-only users
Manually run a connection
Can group connections
Can ungroup connections
IT Administrator
Reconnect endpoints
Change the timezone the connection operates in
Synch history: hide records
Can invite IT users
Can invite read-only users
Manually run a connection
Can group connections
Can ungroup connections
Read-only
Read-only users can only see the connections.
Next Step: Share a Connectorly with someone else