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Administrators have full read/write access across their entity and any entities beneath them.  That means, a business partner administrator, has full access to edit and manage their BP account settings, as well as manage all the configuration and account settings of their customers. Note: Full access can be restricted using Manage Roles and Access.


Normal Permissions

A normal user only has read permissions, and typically does not have edit permissions.  They typically can still access most of the same pages as an administrator, but will not have edit permissions.  Some administrative pages are hidden entirely from a normal user.

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In the example below, the business partner, Virsae Direct, is inviting a normal user to 'Virsae Direct'.  Alternatively, they could also invite customer users, by choosing one of their customers from the entity drop-down. 

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The user will be sent emailed an invite link, which they must activate in the next 24 hours, before it expires. 

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Account Settings


Policies around Multi-Factor authentication, password settings, and session timeouts can be configured at a customer level, and applied to all users for by default. 

Account settings are configured under Service Desk → Manage Customer.


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Password Policy

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Dashboards and existing remote access sessions are exempt from this session. 

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Suspend account on Inactivity

This setting is disabled by default.  

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These account settings can be over-ridden on a per-user basis by an administrator Administrator by editing the specific user.

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