User roles
User roles:
Subscription Owner
Business Administrator
IT Administrator
Read-only user
Subscription Owner
Subscription owners can manage a connection which means they can:
Pay for connection
Reconnect endpoints
Update timezone
Update connection name
For Xero and Power BI – modify/create views
For Xero and Power BI – export locked periods
For Xero and Power BI – reporting currency
For Xero and Power BI – budget for forecasting
For Power BI connectors – Change Postgres DB
Synch history: hide records
Can invite IT users
Can invite Business Administrator users
Can invite read-only users
Can transfer subscription ownership
Cancel a connection
Manual run connection
Can group connections
Can ungroup connections
Business Administrator
Reconnect endpoints
Update timezone
Update connection name
For Xero and Power BI – modify/create views
For Xero and Power BI – export locked periods
For Xero and Power BI – reporting currency
For Xero and Power BI – budget for forecasting
Synch history: hide records
Can invite IT users
Can invite Business Administrator users
Can invite read-only users
Manual run connection
Can group connections
Can ungroup connections
IT Administrator
Reconnect endpoints
Update timezone
Synch history: hide records
Can invite IT users
Can invite read-only users
Manual run connection
Can group connections
Can ungroup connections
Read-only
Read-only users can only see the connections.
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