Access controls and permissions by role
Manage user roles and permissions to align with organizational responsibilities and access levels
You can manage users, roles, and their access levels for your account. User Management settings provide administrators with a high-level view of all users and their permissions to align with what each team member is responsible for. You can define specific roles and permissions for all users based on your organization hierarchy.
Users with administrator privileges can perform the following operations:
Update roles and permissions
Invite and update users
Create an organizational hierarchy
| Role | Description |
|---|---|
|
Global administrator |
Manages the collection process of the entire organization and reports on the collection progress and cashflow performance across multiple subsidiaries |
|
Restricted administrator |
Manages the collections of a team, that is, a restricted group of customers (for example a group of business units or regions) and reports on their collection progress and cashflow performance |
|
Collections manager |
Manages the collection team's performance and tracks the cash flow of their direct reports' customers |
|
Sales and customer success manager |
Managers of Account Managers, Account Executives and Customer Success Managers who help their direct reports collaborate with finance teams |
|
Collections specialist |
Perform collection activities on their customers and monitor the cash flow |
|
Sales and customer success agent |
Account Managers, Account Executives, and Customer Success Managers who collaborate and help finance teams in performing collections |