How does my role relate to the functions I perform?

Customer and user maintenance functions (tasks) are defined by a customer’s role. Your Inovisworks logon ID defines your assigned Inovisworks role, and your role defines the functions (tasks) and pages you can view within Inovisworks.

Roles—define a group of functions/tasks assigned to a login ID.

Customer Admin—has access to all user, trading partner, account, and document information.

Customer User— tasks are confined to those accounts for which he or she is responsible.

Account Admin—use this role for limiting administrative access to information for a specific account (PSN).

Account User—use this role for limiting user access for a specific account (PSN).

Functions—actions a user can perform within Inovisworks. A user’s role defines which functions the user can perform.

The following table provides a high level overview of functions assigned to specific roles. Roles can have administrative access-full access (A), limited access (L), or view only (V).

Function	Customer Admin	Customer User	Account Admin	Account User
Home	A	L	L	L
Document Tracking	A	L	L	L
Reports	L	L
Accounts	L	L	L	V
Acknowledgement Reconciliation	L	V	V	V
Archive & Restore	A	V
Customer	A	A
Document Scheduler	A	V
Change Password	A	A
Rules	A	A
Trading Partner	A	V	L	V
User (External)	A
Support	A	A

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