For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Logo
LoginSandbox
Platform GuidesAPI DocsSDKMCP ServerChangelog
Platform GuidesAPI DocsSDKMCP ServerChangelog
  • Getting started
    • Introduction
    • Concepts
    • Onboarding guide
  • Use cases
    • Monetizing an AI agent
    • Pricing models for AI products
    • Configuring entitlements for AI products
  • Usage metering & events
    • Meters
    • Usage events
    • Unmatched events
    • Event reprocessing
  • Products & plans
    • Product Catalog
    • Pricing Plans
    • Features & Entitlements
  • Wallets & credits
    • Credit types & wallets
    • Credits in pricing plans
  • Customers & subscriptions
    • Customers
    • Subscriptions
    • Quotes
  • Invoicing
    • Invoices
    • Invoice corrections
    • Payment Collections
    • Tax
    • Currencies & Exchange rates
    • E-invoicing
  • Analytics & reporting
    • Insights
    • Report downloads
    • Revenue Recognition & Deferred Revenue
  • Integrations
    • CRM
    • ERP
    • Email Providers
    • Data Imports: Event File Uploads
    • Data Exports
    • Payment Service Providers
  • Settings & admin
    • Billing entities
    • Payment Options
    • User management
      • Roles
      • Single Sign On (SSO) via Okta
      • Single Sign On (SSO) via EntraID (Beta)
    • Customising invoices
    • Custom fields
    • Default platform settings
    • API key creation
    • Alert Rules
    • Workflows
  • Workflows
    • Workflow Triggers
    • Workflow Actions
    • Monitoring and Audit
    • Common Use Cases
  • For developers
    • Introduction
    • Authentication
    • Local development setup
    • API
    • Errors
    • Troubleshooting
    • Query Parameters
    • Expanding Responses
    • Idempotency
    • Timestamp formatting
    • Webhooks
    • Locale
    • MCP Server
LoginSandbox
On this page
  • Understanding role names
  • Giving access to users
  • Available roles in Solvimon
  • Role combinations
  • Subscription Viewer
  • Profiles
Settings & adminUser management

Roles

Was this page helpful?
Previous

Single Sign On (SSO) via Okta

Next
Built with

We offer flexible access control via granular roles, allowing you to configure the appropriate access levels for each member of your account.

Refer to this document to understand how to add a user.

Understanding role names

In Solvimon, there are three role types available for each resource, namely:

  • <Resource> Viewer - Can view the resource.
  • <Resource> Contributor - Can contribute to the resource. Usually implies that the user will be able to create, modify, and view the resource.
  • <Resource> Administrator - An administrative role for the resource. Usually implies that the user is able to create, modify, view, delete, and perform other administrative actions on the resource, e.g. Deprecate a Meter.

For a full list of available roles, please take a look at this table

Giving access to users

Access is controlled by assigning roles to existing users on your Solvimon account.

To assign roles in Solvimon, follow these steps:

  1. Click Settings > Users > Edit Users > Assign Roles
  2. Select/unselect the roles that are relevant
  3. Click the Assign Roles button

For an existing user, click on the badge on the table that mentions the platform and environment.

Clicking on this will open up a form that lets you view the permissions that are already enabled on this user.

Available roles in Solvimon

In Solvimon, roles are organised into resource categories, allowing users to access specific features. The table below outlines the roles available for each resource category


Resource CategoryRole NameDescription
Billing EntityBilling Entity AdministratorCan view, create, and modify billing entities.
Billing EntityBilling Entity ViewerCan view billing entities but is not allowed to make changes.
Billing EntityPayment Acceptor AdministratorCan view, create, modify, and delete payment acceptors.
Billing EntityPayment Acceptor ViewerCan view payment acceptors but is not allowed to make changes.
CPQQuote AdministratorCan view, create, modify, and delete quotes.
CPQQuote ContributorCan view, create, and modify quotes.
CPQQuote ViewerCan view quotes but is not allowed to make any changes.
CustomerContact AdministratorCan view, create, modify, and delete contacts.
CustomerContact ViewerCan view contacts but is not allowed to make changes.
CustomerCustomer AdministratorCan view, create, and modify customers and contacts.
CustomerCustomer Draft ContributorCan view, create, and modify customers and contacts in the Draft status. Can’t activate a customer.
CustomerCustomer ViewerCan view customers but is not allowed to make changes.
InvoiceCredit Invoice ContributorCan create credit invoices.
InvoiceInvoice AdministratorCan view and modify invoices, create one-off and credit invoices, and edit invoice settings.
InvoiceInvoice ContributorCan view and modify invoices, as well as create one-off and credit invoices.
InvoiceInvoice ViewerCan view invoices but is not allowed to make any changes.
InvoiceOne-off Invoice ContributorCan create one-off invoices.
Meters and EventsMetering AdministratorCan view, create, modify, and delete meters, meter properties, and meter values as well as upload meter data files and ingest events.
Meters and EventsMetering ViewerCan view meters, meter properties, and meter values but is not allowed to make changes or ingest events.
Meters and EventsReprocess AdministratorCan view and manually trigger reprocessing jobs.
Meters and EventsReprocess ViewerCan view reprocessing logs. Can’t trigger a reprocessing.
PaymentsPayment AdministratorCan view, create, modify, and delete payment schedules.
PaymentsPayment Method AdministratorCan view, create, modify, and delete payment methods.
PaymentsPayment Method ViewerCan view payment methods but is not allowed to make changes.
PaymentsPayment ViewerCan view payments processed by an integrated PSP.
PlatformAlerts AdministratorCan view, create, modify, and delete alert rules, as well as view alerts.
PlatformAlerts ViewerCan view alerts.
PlatformApproval Policy AdministratorCan view, create, and modify approval policies.
PlatformApproval Policy ViewerCan view approval policies but is not allowed to make changes.
PlatformAudit Record ViewerCan view audit records.
PlatformBranding AdministratorCan modify the branding of the platform.
PlatformBulk Action Administrator
PlatformBulk Action Contributor
PlatformBulk Action Viewer
PlatformCustom Field AdministratorCan view, create, modify, and delete custom fields.
PlatformCustom Field ViewerCan view custom fields but is not allowed to make changes.
PlatformIntegration AdministratorCan view, create, modify, and delete integrations to external systems.
PlatformIntegration ViewerCan view integrations to external systems but is not allowed to make changes.
PlatformPlatform AdministratorCan view, create, modify, and delete platform settings.
PlatformRole Viewer
PlatformUser AdministratorCan view, create, modify, and deactivate users and API users.
PlatformUser ViewerCan view users and API users but is not allowed to make changes.
PlatformWebhook AdministratorCan view, create, modify, and delete web-hooks.
PlatformWebhook ViewerCan view webhook configurations but is not allowed to make changes.
Products and Price PlansFeature AdministratorCan view, create, modify, and delete features.
Products and Price PlansFeature ViewerCan view features but is not allowed to make changes.
Products and Price PlansPricing Approver RoleCan view products, product groups, and pricing plans but is only allowed to activate price plans.
Products and Price PlansProduct AdministratorCan view, create, modify, and delete products, product groups, and pricing plans.
Products and Price PlansProduct ContributorCan view, create, and modify products, product groups, and pricing plans.
Products and Price PlansProduct Draft ContributorCan view, create, and modify products, product groups, and pricing plans, in Draft status. Can’t activate products or price plans.
Products and Price PlansProduct ViewerCan view products, product groups, and pricing plans but is not allowed to make any changes.
Products and Price PlansSubscription AdministratorCan view, create, modify, and delete subscriptions and schedules, as well as cancel subscriptions and edit the default subscription settings.
Products and Price PlansSubscription ContributorCan view, create, and modify subscriptions and schedules.
Products and Price PlansSubscription Draft ContributorCan view, create, and modify subscriptions and schedules, in the Draft status. Can’t activate subscriptions.
Products and Price PlansSubscription ViewerCan view subscriptions and schedules but is not allowed to make changes.
ProfileAdministratorContains all Administrator Roles.
ProfileSales RepresentativeContains all roles required for Quote to Subscription process.
ReportingReport AdministratorCan view reports, and can view and modify report configurations.
ReportingReport Configuration AdministratorCan view, create, modify, and delete report configurations.
ReportingReport Configuration ViewerCan view report configurations but is not allowed to make any changes.
ReportingReport Subscription AdministratorCan view, create, modify, and delete report subscriptions.
ReportingReport Subscription ContributorCan view, create and modify report subscriptions.
ReportingReport Subscription ViewerCan view report subscriptions but is not allowed to make any changes.
ReportingReport ViewerCan view and download reports.

Role combinations

Due to the granular roles, you are able to be flexible with combining roles to create various personas, e.g. a Sales Person who will only have access to the relevant resources.

However, even though the flexibility there are some mandatory roles if you want to give the user the correct access to view certain resources.

Subscription Viewer

If you want a user to be able to only view Subscriptions in Desk, then it’s recommended to assign them the following roles:

  • Invoice Viewer - this is to allow the user to view the invoices for the subscription in the subscription details page.
  • Customer Viewer - this is to allow the user to view which customer the subscription is for.
  • Product Viewer - this it so allow the user to view which pricing plan is assigned to the subscription.
  • Subscription Viewer - this is to allow the user to view the subscriptions in the system as well as the details of any subscription.

Profiles

To facilitate the assignment of roles to users, there are some roles that act as profiles, and are built based on other multiple underlying roles. Curently, Solvimon has:

  • Administrator Role: Scopes all administrator level roles.
  • Sales Representative: Contains all the roles required to set up a Quote and translate it into a Subscription. The specific roles are:
    • Custom Field Viewer, Customer Draft Contributor, Payment Acceptor Viewer, Approval Policy Viewer, Metering Viewer, Invoice Viewer, Subscription Viewer, Feature Viewer, Customer Viewer, Contact Viewer, Billing Entity Viewer, Alerts Viewer, User Viewer, Product Viewer, Quote Contributor