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

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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

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