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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.

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.
  • Finance manager.
  • Subscription manager.
  • Product manager.
  • Administrator.

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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

AreaLimited userStandard userAdministratorFinance managerSubscription managerProduct manager
Administration & configurationRead & writeFull
DashboardViewViewViewViewViewView
CustomersReadRead & writeFullRead & writeRead & writeRead & write
SubscriptionsReadRead & writeFullRead & write
InvoicesReadRead & writeFullRead & write
Product PlansReadRead & writeFullRead & write
TransactionsReadReadReadReadReadRead

Updated 3 months ago

User management


Every user in your organization can have an user account appropriate to their role and function.

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