The eConnect platform has three user roles that determine what someone can see and do. In addition, there are permissions at organisation level and a separate relationship manager role for collaboration with other companies.

Each user in an environment has exactly one of these roles:

The default role for new users. A basic user can view documents, create invoices and send them for the organisations they are a member of. This is sufficient for most employees who work with invoices on a daily basis.

A basic user cannot: invite other users, create or delete organisations, assign roles, or establish partner relationships with other companies.

The advanced user has all the permissions of a basic user, plus the ability to establish partner relationships with other environments. This is relevant for organisations that collaborate with clients, suppliers or accountants via the platform.

The administrator has full control over the environment. In addition to all permissions of the advanced user, an administrator can:

• Invite new users and remove existing users
• Create and manage organisations
• Assign roles to other users
• Grant the relationship manager role
• Change subscription and settings

When a new environment is created, the first user automatically becomes administrator. Each subsequent user added via an invitation receives the basic user role by default; the administrator can change this afterwards.

In addition to the environment role, each user also has permissions at the level of individual organisations. There are two levels:

A user with the "Basic user" role at environment level can still be "Administrator" of a specific organisation; the two levels work independently.

The relationship manager role is a supplementary role that is assigned separately by an administrator. A relationship manager can collaborate with other companies and environments via the partnership model.

This role is needed when you want to:

• Share documents with external parties
• Collaborate with accountants or intermediaries
• Access organisations in a linked partner environment

The relationship manager role is assigned via user management by the administrator.

In addition to the three standard roles and the relationship manager role, there are two specialist roles in the system:

• Developer: this role is assigned to users who work with the API or build technical integrations. The exact permissions depend on the configuration.
• Anonymous proxy: a system role used for automated processes and API communication. This role is not manually assigned to end users.

Both roles are visible in user management but are in practice only used in specific integration scenarios.

Only an administrator can change roles. Go to My environment > Users, select the user and adjust the role. The change takes effect immediately; the user does not need to log in again.

Small company with one employee: you are the administrator yourself and do not need to configure anything further. You automatically have access to everything.

Company with multiple employees: make yourself administrator and invite colleagues as basic users. Per organisation, grant them the permissions they need.

Accountant with multiple clients: make yourself administrator with the relationship manager role. This lets you establish partner relationships with client environments and manage their invoices.

Holding with multiple subsidiaries: all organisations in one environment. Per subsidiary you assign the right employees as member or organisation administrator.

Want to invite a colleague or adjust roles? You can manage this in My environment on platform.econnect.eu.

• Make a user administrator
• Revoke a user's access to an organisation
• How to invite a new user
• Split environment across users and organisations
• Partnerships explained