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:

Click Settings > Users > Edit Users > Assign Roles
Select/unselect the roles that are relevant
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 Category	Role Name	Description
Billing Entity	Billing Entity Administrator	Can view, create, and modify billing entities.
Billing Entity	Billing Entity Viewer	Can view billing entities but is not allowed to make changes.
Billing Entity	Payment Acceptor Administrator	Can view, create, modify, and delete payment acceptors.
Billing Entity	Payment Acceptor Viewer	Can view payment acceptors but is not allowed to make changes.

CPQ	Quote Administrator	Can view, create, modify, and delete quotes.
CPQ	Quote Contributor	Can view, create, and modify quotes.
CPQ	Quote Viewer	Can view quotes but is not allowed to make any changes.

Customer	Contact Administrator	Can view, create, modify, and delete contacts.
Customer	Contact Viewer	Can view contacts but is not allowed to make changes.
Customer	Customer Administrator	Can view, create, and modify customers and contacts.
Customer	Customer Draft Contributor	Can view, create, and modify customers and contacts in the Draft status. Can’t activate a customer.
Customer	Customer Viewer	Can view customers but is not allowed to make changes.

Invoice	Credit Invoice Contributor	Can create credit invoices.
Invoice	Invoice Administrator	Can view and modify invoices, create one-off and credit invoices, and edit invoice settings.
Invoice	Invoice Contributor	Can view and modify invoices, as well as create one-off and credit invoices.
Invoice	Invoice Viewer	Can view invoices but is not allowed to make any changes.
Invoice	One-off Invoice Contributor	Can create one-off invoices.

Meters and Events	Metering Administrator	Can view, create, modify, and delete meters, meter properties, and meter values as well as upload meter data files and ingest events.
Meters and Events	Metering Viewer	Can view meters, meter properties, and meter values but is not allowed to make changes or ingest events.
Meters and Events	Reprocess Administrator	Can view and manually trigger reprocessing jobs.
Meters and Events	Reprocess Viewer	Can view reprocessing logs. Can’t trigger a reprocessing.

Payments	Payment Administrator	Can view, create, modify, and delete payment schedules.
Payments	Payment Method Administrator	Can view, create, modify, and delete payment methods.
Payments	Payment Method Viewer	Can view payment methods but is not allowed to make changes.
Payments	Payment Viewer	Can view payments processed by an integrated PSP.

Platform	Alerts Administrator	Can view, create, modify, and delete alert rules, as well as view alerts.
Platform	Alerts Viewer	Can view alerts.
Platform	Approval Policy Administrator	Can view, create, and modify approval policies.
Platform	Approval Policy Viewer	Can view approval policies but is not allowed to make changes.
Platform	Audit Record Viewer	Can view audit records.
Platform	Branding Administrator	Can modify the branding of the platform.
Platform	Bulk Action Administrator
Platform	Bulk Action Contributor
Platform	Bulk Action Viewer
Platform	Custom Field Administrator	Can view, create, modify, and delete custom fields.
Platform	Custom Field Viewer	Can view custom fields but is not allowed to make changes.
Platform	Integration Administrator	Can view, create, modify, and delete integrations to external systems.
Platform	Integration Viewer	Can view integrations to external systems but is not allowed to make changes.
Platform	Platform Administrator	Can view, create, modify, and delete platform settings.
Platform	Role Viewer
Platform	User Administrator	Can view, create, modify, and deactivate users and API users.
Platform	User Viewer	Can view users and API users but is not allowed to make changes.
Platform	Webhook Administrator	Can view, create, modify, and delete web-hooks.
Platform	Webhook Viewer	Can view webhook configurations but is not allowed to make changes.

Products and Price Plans	Feature Administrator	Can view, create, modify, and delete features.
Products and Price Plans	Feature Viewer	Can view features but is not allowed to make changes.
Products and Price Plans	Pricing Approver Role	Can view products, product groups, and pricing plans but is only allowed to activate price plans.
Products and Price Plans	Product Administrator	Can view, create, modify, and delete products, product groups, and pricing plans.
Products and Price Plans	Product Contributor	Can view, create, and modify products, product groups, and pricing plans.
Products and Price Plans	Product Draft Contributor	Can view, create, and modify products, product groups, and pricing plans, in Draft status. Can’t activate products or price plans.
Products and Price Plans	Product Viewer	Can view products, product groups, and pricing plans but is not allowed to make any changes.
Products and Price Plans	Subscription Administrator	Can view, create, modify, and delete subscriptions and schedules, as well as cancel subscriptions and edit the default subscription settings.
Products and Price Plans	Subscription Contributor	Can view, create, and modify subscriptions and schedules.
Products and Price Plans	Subscription Draft Contributor	Can view, create, and modify subscriptions and schedules, in the Draft status. Can’t activate subscriptions.
Products and Price Plans	Subscription Viewer	Can view subscriptions and schedules but is not allowed to make changes.

Profile	Administrator	Contains all Administrator Roles.
Profile	Sales Representative	Contains all roles required for Quote to Subscription process.

Reporting	Report Administrator	Can view reports, and can view and modify report configurations.
Reporting	Report Configuration Administrator	Can view, create, modify, and delete report configurations.
Reporting	Report Configuration Viewer	Can view report configurations but is not allowed to make any changes.
Reporting	Report Subscription Administrator	Can view, create, modify, and delete report subscriptions.
Reporting	Report Subscription Contributor	Can view, create and modify report subscriptions.
Reporting	Report Subscription Viewer	Can view report subscriptions but is not allowed to make any changes.
Reporting	Report Viewer	Can 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