Functions Based on Roles The table lists all the functions that are assigned to each role. The functions are grouped based on the tabs and links in Inovisworks. Important: These functions—and the roles to which they are assigned—are subject to change. Function/Task Customer Admin Customer User Account Admin Account User Home Contact GXS x x x x View GXS Messages x x x x Search for Accounts x x x x Update My Profile x x x x View Transaction Summary x x x x Document Tracking Quick Search x x x x Basic Search x x x x Advanced Search x x x x List Documents x x x x View Document x x x x View Document Details x x x x View Document Summary x x Export Document x x x Hold Document x x Reprocess Document x x Resend Document x x Release Hold Document x x Reports View Billing Usage Report x x View Document Summary Report x x Create FTP Interactive Audit Report x x Create FTP On-Demand Report x x View Payer Beneficiary Report x Setup Recurring Report x x View Trading Partner Report x x View MS Document Summary Report x x View MS Trading Partner Report x x View MS Transaction Summary Report x x Accounts Add Account x Edit Account x x x View Accounts x x x x List Accounts x x Add Trading Profile x x Event Notification Edit Notification Settings x x Add Notification Settings x x Delete Notification Settings x x View Notification Settings x x x x Add Address Book x x Edit Address Book x x View Address Book x x x x Delete Address Book x x Unsubscribe from Notification x x x x Acknowledgement Reconciliation (premium service) View Ack Reconciliation Config x x x Manual Acknowledgement x x Archive and Restore (premium service) Add, edit, view archive configurations x Search for archived documents x x x x Customer View Customer x x Edit Customer x x Document Scheduler Add, edit, delete, and view document scheduler x View document schedules x x Password Change Password x x Trading Partners Add Trading Partner x x View Trading Partner x x x x Delete Trading Partner x x Users Add User x Edit Users x Delete User x View User x List Users x Customer Support Contact Customer Support x x Send and Receive Support Messages x x
The table lists all the functions that are assigned to each role. The functions are grouped based on the tabs and links in Inovisworks.
View or print a User Guide PDF
View or print a User Guide PDF
