You can specify a specific role for each of your users. Each role has different access levels and actions they can perform. Assign the right role to a user to ensure only the right person(s) can access sensitive customer data. Below you can find the table with the functions associated to each role.
| Part | Functionality | Controller | Administrator | User | Mandate only | Invite + view | Invite only | Invite + mobile |
|---|---|---|---|---|---|---|---|---|
| Customers | ||||||||
| Agreements | Create, view, import (csv), update, download, cancel | own contracts | own contracts | |||||
| Agreements | Move contracts to another customer | |||||||
| Agreements | Add tags to contracts | |||||||
| Agreements | Add plans to contracts | Twikey support only | ||||||
| Agreements | Update IBAN on signed CORE mandates | |||||||
| Agreements | Mark an agreement as sufficiently signed (if the user toggled on 'second signer' but this isn't necessary | |||||||
| Agreements | Print flow: Mark as signed | |||||||
| Subscriptions | ||||||||
| Transactions | ||||||||
| Payment links | ||||||||
| Payment links | Archive payment links | |||||||
| Refunds | ||||||||
| Invoices | ||||||||
| Reconciliation | ||||||||
| Analytics | ||||||||
| Activity | ||||||||
| Campaigns | own contracts | own contracts | own contracts | |||||
| Settings | ||||||||
| Settings > Profiles | Set Creditor-ID | Twikey support only |