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Roles

This page provides an interface to create, edit and delete roles. Roles can be used to give users access to specific screens and functionalities in Routty.

The overview on the left side allows you to:

  1. add (plus) new roles

  2. delete existing roles

  • select a role to edit its settings

In the editing area on the right side you can:

3. select the level of permission a user with this role gets on different pages

4. edit the name of a role by clicking the name in the header

For a detailed overview of the permissions, see the table below

Module permissions

Permission

Normal

Admin

Access rights

As a user with normal rights, I’m able to

  • Consult created access rights

  • Perform an access test

As a user with admin rights, I’m able to

  • Create/edit/delete access rights

  • Perform an access test

Archive

As a user with normal rights, I’m able to

  • Search documents on the archive

    • With standard search

    • With condition search

  • Consult document details

  • Consult/Open attachments

  • Consult/Open conversation on a document

  • Consult logs on a document

  • Consult logs of a document

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Assignment rules

As a user with normal rights, I’m able to

  • Create/edit/delete assignment rules

As a user with admin rights, I’m able to

  • Create/edit/delete assignment rules

Audit trail

As a user with normal rights, I’m able to

  • Consult the audit trails

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Automation rules

As a user with normal rights, I’m able to

  • Consult created automation rules

As a user with admin rights, I’m able to

  • Create/edit/delete automation rules

COA

/

/

Capture

As a user with normal rights, I’m able to

  • Log in on the capture module and verify documents

/

Channel management

/

/

Classification

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Companies

As a user with normal rights, I’m able to

  • Consult created companies

As a user with admin rights, I’m able to

  • Create/edit/delete companies

Customer portal management

As a user with normal rights, I’m able to

  • Consult customer portal users

  • Consult customer portal roles

  • Consult customer portal access rights

  • Consult customer portal contact setting

As a user with admin rights, I’m able to

  • Create/edit/delete customer portal users

  • Reset/Set customer portal user’s password

  • Approve/Delete user requests

  • Create/edit/Delete customer portal roles

  • Edit customer portal access rights

  • Edit contact settings between customer portal and routty portal

Supplier portal management

As a user with normal rights, I’m able to

  • Consult supplier portal users

  • Consult supplier portal roles

  • Consult supplier portal access rights

  • Consult supplier portal contact setting

As a user with admin rights, I’m able to

  • Create/edit/delete supplier portal users

  • Reset/Set supplier portal user’s password

  • Approve/Delete user requests

  • Create/edit/Delete supplier portal roles

  • Edit supplier portal access rights

  • Edit contact settings between supplier portal and Routty portal

Company access (Cupo Supo)

As a user with normal rights logged in on the customer portal, I’m able to

  • Consult the company access rights

As a user with admin rights, logged in on the customer portal, I’m able to

  • Edit the company access rights

Dashboard

As a user with normal rights, I’m able to

  • Consult the dashboard

  • Set a filter and check the results

As a user with admin rights, I’m able to

  • Consult the dashboard

  • Set a filter

    • Check the results

    • Export a report of those results

  • Consult the status of the license

Exception handling

/

/

Group administration

As a user with normal rights, I’m able to

  • Consult the created groups

    • Open groups and consult the assigned users

As a user with admin rights, I’m able to

  • Create/Delete a group

  • Add/Delete users from a group

  • Change the group name

Inbox

As a user with normal rights, I’m able to

  • Consult the created groups

    • Open groups and consult the assigned users

/

Invoices

/

/

Master data management

As a user with normal rights, I’m able to

  • Consult master data

As a user with admin rights, I’m able to

  • Add/Edit/Delete master data

Monitoring

As a user with normal rights, I’m able to

  • Consult the monitoring data

  • Export monitoring data (PDF/CSV/XML)

  • Consult the logs of a document set

  • Consult/Open/Send a conversation in the conversation tab

  • Consult comments on a document

As a user with admin rights, I’m able to

  • Consult the monitoring data

  • Switch to advanced monitoring

  • Export monitoring data (PDF/CSV/XML)

  • Consult the logs of a document set

  • Consult/Open/Send a conversation in the conversation tab

  • Consult comments on a document

  • Add/Delete attachments on a document

  • Consult and edit the email tab (for OUT EMAIL documents)

  • Click on the actions button of an doc raw

My account

As a user with normal rights, I’m able to

  • Consult my account data

As a user with admin rights, I’m able to

  • Edit my account data

  • Reset my password

Route management

As a user with normal rights, I’m able to

  • Consult a route

As a user with admin rights, I’m able to

  • Delete a route

  • Edit a route

Role management

As a user with normal rights, I’m able to

  • Consult the created roles

    • Open roles and consult the permissions

As a user with admin rights, I’m able to

  • Create/Delete a role

  • Edit permissions

  • Change the role name

Sales order

/

/

Settings

As a user with normal rights, I’m able to

  • Change the language

  • Disable/Enable email notifications

  • Disable/Enable auto read for conversations

  • Disable/Enable auto detach PDF

  • Disable/Enable confirmation messages

  • Disable/Enable batch editing

/

Smart channel

As a user with normal rights, I’m able to

  • Consult the smart channel

/

Substitutions

As a user with normal rights, I’m able to

  • Request a substitution for myself

  • Delete my own substitutions

As a user with admin rights, I’m able to

  • Accept a requested substitution of a 'normal user'

  • Create/Delete any substitution

Translations

Only available for super users

Unit tests

/

/

Upload

As a user with normal rights, I’m able to

  • Upload an attachment (or other document type) in the archive

/

User administration

As a user with normal rights, I’m able to

  • Consult all the user data

As a user with admin rights, I’m able to

  • Edit any user data

    • Name

    • Username

    • Email

    • Role

  • Reset a password for a user

  • Create/Delete a user

Workflow permissions

Permission

Normal

Admin

Accounting

As a user with normal rights, I’m able to

  • Consult the document data in the workflow steps

As a user with admin rights, I’m able to

  • Accept/Reject/restart documents

  • Add/edit/delete document data

    • Lines

    • Coding lines

    • Intrastat lines

  • Edit document header data

  • Resolve validations

  • Select coding templates (if requested)

  • Add comment

  • Start a conversation

Approval

Matching

As a user with admin rights, I’m able to

  • perform manual matching actions

  • Perform the actions mentioned in the accounting permission

WFL admin

As a user with admin rights, I’m able to

  • change assignees of documents

  • Perform the actions mentioned in the accounting permission

Credit note request

As a user with normal rights, I’m able to

  • Request a credit note request on a document

As a user with admin rights, I’m able to

  • Send a credit note request on a document

  • Approve a credit note request requested by a normal user

    • If I’m part of the ‘mail approver group’

Workflow settings

As a user with normal rights, I’m able to

  • Consult the Workflow settings

    • Classification

    • Validations

    • Accounting

    • Matching

As a user with admin rights, I’m able to

  • Edit the Workflow settings

    • Classification

    • Validations

    • Accounting

    • Matching

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