| 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 |