User management
Every user in your organization can have an user account appropriate to their role and function.
Access to Upodi is provided by the level of a user. Any user can have access to one or many tenants. User access to each tenant, is provided on the basis of a role.
Every account that signs in to Upodi must have a unique username. A username must be an e-mail address.
Roles and permissions
A user may have different roles on different tenants. As a minimum, a user will be a limited user.
Roles
These roles are defined by the platform:
- Limited user. All users have this role.
- Standard user
- Administrator
What is a tenant?
A tenant is an instance in Upodi, seperating data from other tenants. A tenant is often a merchant. Data is isolated per tenant, in a dedicated database enabling high security and redundancy.
A tenant can also be a sandbox version, a production version or a geographic version.
Permissions
Area | Limited user | Standard user | Administrator |
---|---|---|---|
Administration & configuration | Read & write | Full | |
Dashboard | View | View | View |
Customers | Read | Read & write | Full |
Subscriptions | Read | Read & write | Full |
Invoices | Read | Read & write | Full |
Product Plans | Read | Read & write | Full |
Transactions | Read | Read | Read |
Updated about 2 years ago