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There are different roles within the portal:
Normal user
Dashboard access only user
Scheduler user
File access user
Manager
. All roles explained:
Name | Description | When to use |
|---|---|---|
Normal access | Welcome dashboard | For users that only require access to the portal to create PayLinks or E-Mandates. Don’t forget to set the required:“Module access”. |
Dashboard access | Global services dashboard | Same as Normal access. |
Scheduler access | All the above rights | |
File access | All the above rights | |
Managers | All the above rights |