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User roles and access levels

When you invite a user to a connection, they can have different permissions.

Nick Maxwell avatar
Written by Nick Maxwell
Updated today

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.

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