Knowledge base

1000 FAQs, 500 tutorials and instructional videos. Here, there are only solutions!

Understand the role and rights of users in an Organization

This guide details the various roles, rights, permissions, and privileges that users can obtain within an Infomaniak Organization.

 

Roles and administrative contact preferences

You will be able to define the permissions (access rights to products for example) as well as the administrative contact preferences when adding a user or later.

 

Define the roles of a new user

When you add a new user to an Organization, you must define their role and set their preferences at the administrative level:

1. Possible roles within the Organization

  • Legal representative (all rights + legal responsibility (if you plan to replace your legal role))
    • Legal responsibility of the organization
    • Can manage all products and users
    • Can manage accounting and orders for new products
    • Can manage all clients
  • Administrator (all rights)
    • Can manage all products and users
    • Can manage accounting and orders for new products
    • Can manage all clients
  • User (limited rights, collaborator)
    • Can manage the products you authorize
    • Can manage accounting if you authorize it
    • Can manage the clients you authorize

 

2. Administrative authorizations

Decide if you want to “allow the receipt (email/SMS) of billing reminders” therefore all communications such as for example:

  • New invoice
  • Payment made to the account
  • Receipt of a payment
  • Order canceled
  • Automatic renewal planned
  • Renewal completed
  • PayPal transfer in your favor
  • etc.

and if the “User” role should also be able to manage accounting.


Has this FAQ been helpful?