What do the different user profiles correspond to? (member accounts)
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company.
For member accounts, three profiles are available:
- Portal Administrator
- Accounts Receivable Accountant
- Accounts Payable Accountant
⚠️ Each user can combine multiple profiles if they need to work on the billing scope of multiple establishments or companies. However, the Administrator (member account) and Manager (guest account) profiles cannot be combined.
AUTHORISATION |
Administrator |
Accounts Receivable Accountant |
Accounts Payable Accountant |
Sign the billing mandate | ✔️ |
- |
- |
Edit company information | ✔️ |
- |
- |
Manage portal users | ✔️ |
- |
- |
Create groups of companies | ✔️ |
- |
- |
Create groups of establishments of a company | ✔️ |
- |
- |
Submit or enter an invoice | ✔️ |
- |
- |
View invoices received | ✔️ |
✔️ |
- |
View issued invoices | ✔️ |
- |
✔️ |
View orders | ✔️ |
✔️ |
✔️ |
Related questions
- The company administrator on SY is leaving the company. How do I assign this profile to another user?
- Can I use a file generated with my office/accounting tool?
- Which invoices can I track on the portal as they are processed ?
- How can I be sure that my invoices are sent, received and processed by my client?