The Airbase Partner Dashboard simplifies adding and managing Airbase customers through a Role Based Access Control (RBAC). You can assign specific permissions to a predefined user role in the Partner Dashboard.
User Roles in the Partner Dashboard simplifies user administration and prevents fraud by limiting unauthorized access.
User Roles in the Partner Dashboard
When you belong to a partner account, you assume one of two roles:
- Partner: This role applies to a user with a partner account on the Partner Dashboard. You are either granted the permissions of an Administrator, or an Employee, or an IT administrator.
- Customer: This role applies to a user on the Partner dashboard who can perform tasks on behalf of a customer. In this role, you can assume the role of an Administrator or Accountant or Bill Creator or Bill Payer for the customer.
Partner Roles and Permissions
Find the list of Partner User Roles on the Team Members > Partner User Roles page.
This table describes the Partner Roles in the Partner Dashboard and specific permission(s) granted to each role.
|IT Administrator||Manage Users and Roles|
A user cannot be assigned more than one Partner role simultaneously. For example, the same user cannot assume the role of both an Administrator and an IT Administrator.
|Manage Users and Roles||
|Add Customer||Allows you to create new customers to onboard to the Partner Dashboard.|
Allows you to view all the customers actively managed by you.
|Allows you to view all the customers actively managed by you||
Available only when you are assigned the Administrator role in the customer’s Airbase account.
Customer Roles and Permissions
This table describes the Customer Roles in the Partner Dashboard and specific permission(s) granted to each role.
|User Role||Customer Dashboard Permissions|
|Bill Payer||Pay Bills|
The Accountant role does not allow the user to transfer money into or out of Airbase.