| Partner Admin | Partner Ops | Client Admin | Client Ops | |
|---|---|---|---|---|
| Portal Manager | ||||
| View & Search Clients The ability to view and search for clients within the client table |
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| View & Search Users The ability to view and search for users within the user table |
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| Scope Client Can scope client with "Scope Client" button on clients page |
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| View Partner Users Ability to view partner on users table and go to their details page |
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| View Client Users Ability to view client on users table and go to their details page |
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| Add partner users to client Ability to add a partner user to client using the "Add User" button in portal manager |
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| Add client users to client Ability to add a client user to client using the "Add User" button in portal manager |
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| Invite partner user Ability to invite a partner user to client using the "Invite User" button in portal manager |
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| Invite client user Ability to invite a client user to client using the "Invite User" button in portal manager |
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| Upload Partner Branding Ability to update logo and favicon for a partner |
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| Update another user's role Ability to edit the user role type for a user |
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| Edit Another User's Details Ability to edit another users details on that user's user details page |
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| Edit Client Details Ability to edit client details on that client's client details page |
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| Edit Partner Details Ability to edit client details on that client's client details page |
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| Deactivate users Ability to deactivate user from user details page or user table |
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| Work, Projects, Documents | ||||
| Create New Task | ||||
| Filter Tasks | ||||
| View Other Users tasks | ||||
| Reject Task | ||||
| Delete Task Task owners can delete their own task(s). |
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| View and complete task assigned to you | ||||
| View and complete task assigned to partner | ||||
| View and complete task assigned to client | ||||
| View and complete task assigned to service provider | ||||
| Edit Task Details The ability to edit details of a task on the task details page |
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| Edit Task Instructions of a task they requested | ||||
| Create Project Template | ||||
| Create Project From Template | ||||
| View Projects View a project for a client you have access to on the Projects Page |
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| Delete a Project Delete a project for a client you have access to on the Projects Page |
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| End Recurrence of a Project End the Recurrence of a Project you have access to |
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| View and Search Documents | ||||
| Upload a Document to Default folder | ||||
| Upload a Document to Custom folder | ||||
| Create Default Folder/Subfolders | ||||
| Create Custom Folder/Subfolders | ||||
| Upload New Document Version Upload a new version of a document |
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| Restore Previous Versions on Documents | ||||
| Rename Non-System-Generated folder created by Partner Rename a Folder that was created by a partner, applies only to non-system-generated folders |
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| Rename Non-System-Generated folder created by Client Rename a Folder that was created by a client, applies only to non-system-generated folders |
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| Delete files and folders created by Client | ||||
| Download Documents | ||||
| Comment on Documents | ||||
| Rename Non-System-Generated folder created by Service Provider | ||||
| Delete files and folders created by Service Provider | ||||
| Delete files and folders created by Partner | ||||
| Transaction Manager | ||||
| Search & Filter Transactions | ||||
| View all transactions assigned to partner/client View transactions on Needs Review/Open Inquiries tab where assignee = partner or client user |
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| Edit transactions assigned to partner/client via main table Editing payee, category, or assignee fields via drop downs in main table where assignee = partner or client user |
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| Edit transactions assigned to partner/client via bulk edit Editing payee, category, class, or assignee fields via Edit Transactions button where assignee = partner or client user |
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| Match transactions assigned to partner/client Completing a match via Find a Match button in Action menu or completing a suggested match in expanded transaction view on Open Inquiries/Needs Review tab |
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| Exclude transactions assigned to partner/client Excluding a transaction on Needs Review/Open Inquiries tab via Exclude button in Action menu. This is available for users that have the transaction visible to them |
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| Reset transactions assigned to partner/client Resetting a transaction on Needs Review/Open Inquiries and Processed tabs via Reset button in Action menu |
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| Mark transactions assigned to partner/client reviewed Use the Mark Reviewed button to review transaction and move it to Processed tab |
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| View Processed transactions View transactions on Processed Tab |
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| Leave comment on transaction Ability to see the comment drawer and leave a comment |
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| View Transaction Log Ability to see the Transaction Log tab via the Details button in Action menu |
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| View AutoPush Configurations Can see the Configurations tab but cannot click 'edit' buttons |
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| Edit AutoPush Configurations (AutoPush Settings) Can see the Configurations tab and click 'edit' button for the AutoPush Settings |
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| View AutoPush Icons Can see the AutoPush icons next to Payee and Category fields |
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| Export Transactions | ||||
| Smart Connect | ||||
| Request Connection can request a Smart Connect connection |
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| Add New Connection add a new bank account connection in Smart Connect |
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| Edit Connection (change owner and delete connection) can edit a connection (see action dropdown/"edit" in connection list for the connection) |
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| Enable/Disable Statement Downloads | ||||
| See/Download Bank Statements | ||||
| Password Manager | ||||
| Request Credentials Request credentials from the request credentials button on password manager |
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| Add New Credentials | ||||
| Edit Existing Credentials Only applies to those credentials you own |
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| Report an Issue Report an issue with added credentials |
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| Delete Account | ||||
| View Request Notifications View credentials you were requested to add |
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| Share Credentials Toggle in the credentials details to share credentials |
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| Edit Sharing Edit (toggle) the permission for botkeeper users to see the credentials |
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| Resource Center | ||||
| Access to Botkeeper's Partner User Guide | ||||
| Access to Business User Guide | ||||
| Suggest an Improvement | ||||
| Strategic Partner Marketplace | ||||
| Botkeeper Ticket Support and Inbox | ||||
| Access to Botkeeper's User Guide | ||||
Botkeeper Permissions Guide
This guide provides a detailed overview of the different permission levels available on our platform, how they interact, and how to assign and manage these permissions.
Built with you in mind.
As part of our commitment to creating a flexible and secure automation platform, Botkeeper offers a range of user permissions and roles designed to fit your organization's unique needs.
Questions?
Do not hesitate to contact us via the knowledge base and support center!