User Access Permissions

What permissions and access does my user type have in BOS?

Module/Feature Action Description Partner Admin Partner Ops Client Admin Client Ops
Portal Manager View Clients View Client Table X X X  
Portal Manager Search Clients Can search clients in clients table X X X  
Portal Manager View Users View Users Table X X X  
Portal Manager Search Users Can search users in users table X X X  
Portal Manager Scope Client Can scope client with "Scope Client" button on clients page X      
Portal Manager View Partner Users can view partner on users table and go to their details page X X    
Portal Manager View Client Users can view client on users table and go to their details page X X X  
Portal Manager Add partner users to client Ability to add a partner user to client using the "Add User" button in portal manager X X    
Portal Manager Add client users to client Ability to add a client user to client using the "Add User" button in portal manager X X X  
Portal Manager Invite partner user Ability to invite a partner user to client using the "Invite User" button in portal manager X X    
Portal Manager Invite client user Ability to invite a client user to client using the "Invite User" button in portal manager X X X  
Portal Manager Upload Partner Branding Ability to update logo and favicon for a partner X      
Portal Manager Update another user's role Ability to edit the user role type for a user X (Partner Only)   X  
Portal Manager Edit another user details Ability to edit another users details on that user's user details page X X X  
Portal Manager Edit Client Details Ability to edit client details on that client's client details page X      
Portal Manager Edit Partner Details Ability to edit partner details on that partner's partner details page X      
Portal Manager Deactivate user Ability to deactivate user from user details page or user table X      
Work Create New Task Create a new task X X    
Work Filter Tasks Filter for tasks X X X  
Work View Other Users tasks Ability to view other users tasks X X X  
Work Reject Task Reject a task X X X X
Work Delete Task Delete a Task X      
Work View / Complete / Assign task assigned to you View / Complete / Assign a Task assigned to you X X X X
Work View / Complete / Assign task assigned to partner View / Complete / Assign a Task assigned to partner users X X    
Work View / Complete / Assign task assigned to client View / Complete / Assign a Task assigned to client users X X X Only Self
Work View / Complete / Assign task assigned to service provider View / Complete / Assign a Task assigned to service provider users X X X  
Work Edit Task Details ability to edit details of a task on the task details page X X X X
Work Edit Task Instructions of a task they requested can edit the instructions for a task in task details X X    
Work/ Projects Create Project Template Create a new project template X X X X
Work/ Projects Launch a Template to a Client they have access to Create a project from a template and launch to a client X X X X
Work/ Projects View a project for a client they have access to View a project for a client they have access to on Projects Page X X X X
Work/ Projects Delete a Project they have access to Delete a Project X X X X
Work/ Projects End the Recurrence of a Project End the Recurrence of a Project X X X X
Documents Search Documents Search for a document X X X X
Documents View Documents View the details and preview of a document X X X X
Documents Add new doc to non-sys-gen folder Upload a document directly to a non system-generated folder X X X X
Documents Create folder Create a folder for use, applies only to non-sys-gen folder X X X X
Documents Create subfolder Create a sub folder for use, applies only to non-sys-gen folder X X X X
Documents Upload new doc version Upload a new version of a document X X X X
Documents Restore previous doc version Restore a previous version of a document X X X X
Documents Rename non-sys-gen folder created by Partner Rename a Folder that was created by a partner, applies only to non-sys-gen folders X X    
Documents Rename non-sys-gen folder created by Client Rename a Folder that was created by a client, applies only to non-sys-gen folders X X X X
Documents Move to trash files and folders created by Partner move non-sys-gen folders and files to trash that were created by a Partner user X X    
Documents Move to trash files and folders created by Client move non-sys-gen folders and files to trash that were created by a Client user X X X X
Documents Download doc download a document to your desktop X X X X
Documents Comment on doc comment on a document X X X X
Notifications Set notification preferences for yourself enable/disable notifications X X X X
Password Manager Request Credentials Request credentials from the request credentials button on password manager X X    
Password Manager Add New Credentials Add new credentials X X    
Password Manager Edit Credentials Edit existing credentials X X X X
Password Manager Report an issue report an issue with credentials that were added X X    
Password Manager Delete account delete credentials that were added X X    
Password Manager View request notifications view credentials you were requested to add X X X X
Password Manager Share credentials share credentials toggle in the credentials details X X    
Password Manager Edit Sharing edit (toggle) the permission for botkeeper users to see the credentials X X    
Resource Center User Guide BOS User Guide which describes how to use each feature X X    
Resource Center Suggest an Improvment A place to suggest a produce or feature idea X X    
Resource Center Partner Marketplace Botkeeper's trusted partners X X    
Resource Center Submit product/technical ticket A place to log a product bug X X    
Resource Center Submit billing issue ticket A place to log a billing issue X X    
Resource Center Submit accounting/process issue A place to log a issue with BotOps or the accounting process X X    
Resource Center Report "other" issue A catch-all for other issues X X    
Transaction Manager Search & Filter Transactions Search for transactions using the search bar and filters X X X X
Transaction Manager View all transactions assigned to partner/client View transactions on Needs Review/Open Inquiries tab where assignee = partner or client user X X X X
Transaction Manager Edit transactions assigned to partner/client via main table Editing payee, category, or assignee fields via dropdowns in main table where assignee = partner or client user X X X X
Transaction Manager 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 X X X X
Transaction Manager 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 X X    
Transaction Manager Exclude transactions assigned to partner/client Excluding a transaction on Needs Review/Open Inquiries tab via Exclude button in Action menu X X    
Transaction Manager Reset transactions assigned to partner/client Resetting a transaction on Needs Review/Open Inquiries and Processed tabs via Reset button in Action menu X X    
Transaction Manager Mark transactions assigned to partner/client reviewed Use the Mark Reviewed button to review transaction and move it to Processed tab X X X X
Transaction Manager View Processed transactions View transactions on Processed tab X X X X
Transaction Manager Leave comment on transaction Ability to see the comment drawer and leave a comment X X X X
Transaction Manager View Transaction Log Ability to see the Transaction Log tab via the Details button in Action menu X X    
Transaction Manager View AutoPush Configurations Can see the Configurations tab but cannot click 'edit' buttons X X    
Transaction Manager Edit AutoPush Configurations (AutoPush Settings) Can see the Configurations tab and click 'edit' button for the AutoPush Settings X X    
Transaction Manager View AutoPush Icons Can see the AutoPush icons next to Payee and Category fields X X X X
Business Insights Left Navigation ability to see the business insights nav item and page X X X X
Smart Connect Request connection can request a Smart Connect connection X X    
Smart Connect Add New Connection add a new bank account connection in Smart Connect X X X X
Smart Connect Edit Connection (change owner and delete connection) can edit a connection (see action dropdown/"edit" in connection list for the connection) X X X X
Smart Connect Enable/Disable Statement Downloads   X X X X
Smart Connect See/Download Bank Statements download/see available bank statements X X X X
Smart Connect Enable Statement Downloads View and click the Statement Downloads toggle for a specific account X X