The Actuals platform uses roles to define the actions users can do on the platform. Users can be assigned multiple rows and actions are allowed if any of the roles has the permissions to perform the action. The user management section can be accessed by navigating to the item on the top right corner. The page is only available to users with the user admin role
The roles at the top of the page can be clicked to filter all users on that specific role. The pencil icon per user can be used to edit the properties of the user and/or make the user change his password at the next login.
Below is an overview of the permissions per role on the platform
object | Finance user | Finance-approve | User admin | Data source manager | Auditor | Supplier | Actuals |
documents | list, get | list, get | x | list, get | list, get | list, get | list, get |
explanation | provide | approve | x | x | list, get | provide | provide, approve |
explanation rules | list, get | list, get | x | list, get, add, update | list, get | x | list, get, add, update |
explanation category | list, get | list, get | x | list, get, add, update | list, get | x | list, get, add, update |
matchingsources | list, get | list, get | x | list, get, add, update, match | list, get | x | list, get, add, update, match |
transactions | list, get | list, get | x | list, get | list, get | list, get | list, get |
insights | filtered per role | filtered per role | x | x | filtered per role | filtered per role | filtered per role |
auditlog | x | x | list, get | x | list, get | x | list, get |
sources | list, get | list, get | x | list, get, add, update, process | list, get | x | list, get, add, update, process |
users | list, get | list, get | list, get, add, update | list, get | list, get | x | list, get, add, update |
company settings | list, get | list, get | x | list, get, add, update | list, get | x | list, get, add, update |
manual queries | list, get | list, get | x | list, get, add, update | list, get | x | list, get, add, update |
To give some further details on the action:
- list,get means that all object can be listed and details of a specific object can be viewed.
- add,update means that the objects can be edited and object specific actions can be taken. To be explicit, some of the actions are mentioned.
- x means no action