Users & Roles

MonetizeNow supports role-based access control with Users

MonetizeNow supports the following User roles:

Role	Description
Tenant Admin	Full Permissions to take any action in the tenant
Sales Manager	Can create and edit sales teams and view all quotes
Billing Admin	Can view and edit all accounts, read-only access to all quotes, and can make changes to billing settings and configuration
Billing	Can view and edit all accounts and bill groups and has read-only access to all quotes
Billing Read Only	Can view all accounts and bill groups and has read-only access to all quotes
Approver Only	Can only see the approvals dashboard and any quotes where they are an approver
Sales Admin	Can view all quotes and accounts, and can make changes to quote settings and configuration
Sales	Can create and edit accounts and quotes. Can only view quotes that they own.
Sales Read Only	Read-only access to all quotes
Sales Full	Can view and edit all quotes and accounts
Settings Read Only	Read-only access to all settings and product catalog

Each User can have one or more roles.

Key Functionality

*Indicates that they can only view and not edit

**Indicates they can only access items they are specifically added to or create themselves

Detailed Role Breakdown

This page is being enhanced with more documentation.

Updated 2 months ago