Roles & permissions summary (services)

Introduction

This page details roles and permissions which are applicable if you have not upgraded to Patchworks Core, and therefore run services instead of process flows to sync data.

Generally, roles and permissions are the same and will apply. However, there are some differences, as summarised below.

Roles

User accounts can be associated with one of five possible roles:

Administrator
Manager
User
Read-only
Advanced editor*

* In certain areas of service setup (for example, service source/destination settings and mappings), a JSON editor is available.

Typically, these editors are only required by Patchworks administrators however - upon request - users may be assigned a new advanced editor role which provides access to JSON editors throughout the dashboard.

This role is a supplementary role - it should always be added alongside an Administrator, Manager, User or Read Only role.

Service connectors

Connector permissions refer to features that are available from the service connectors page.

Services

Service permissions refer to features that are available from the services page.

Sync reports

Sync report permissions refer to features that are available from the sync reports page.

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Last updated 9 months ago