User Roles and Permissions

Control which activities Bipsync users are able to perform

Bipsync offers multiple user roles and permissions, which dictate what each user is able to do within the system.

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Not all permissions are available for all users. Please contact support with any questions.

Seat TypeDescription
Full SeatFull read/write access to the platform
Limited SeatRead Only access to the platform
PermissionDescription
Reporting via Reporting AppAllows access to the Reporting (Compliance) app. Optionally, can prevent access to the other applications
Reporting via Web AppAllows access to the Reports UI in the Web App
Reporting and Analytics Suite (RAP)Allows access to the Reporting & Analytics Platform
User ManagementAllows users to create and update users and user groups
Rule ManagementAllows users to create/edit Rules in the Web App
External ID ManagementAllows users to manage External IDs used for Integrations
Super EditorAllows users to edit/delete locked content. Users cannot see nor change content that has not been shared with them
Dashboard EditorAllows users to create/edit Dashboards


What’s Next

Learn more about how to apply and take advantage of user roles and permissions.