(New) User roles and rights matrix

This article provides an overview about possible roles as well as their user rights.

Rights/ Roles	Back Office Admini-stration	User Admini-stration	Beta	Limited	Confirmation Analyst	Confirmation Manager
Upload documents		❌	❌		❌
Create documents		❌	❌		❌
Search		❌	❌
Dashboard		❌	❌	❌
PDF templates	view download	❌	❌	❌	view download	view download
Documents		❌	❌		view filter/columns/views resend email compare export files	view filter/columns/views resend email accept compare export files
Document details view		❌			view edit add attachment export files cancel new version force to action required resend email download attachment	view edit add attachment export files cancel new version force to action required force match resend email download attachment accept / match reject / dispute
Matching Statement		❌	❌		view filter/views export files	view filter/views export files
Audit trail		❌	❌		view filter/columns/views export	view filter/columns/views export
OCR processing		❌	❌		filter/columns/views download	filter/columns/views download
BI dashboard	❌	❌		❌	❌	❌
Confirmation - Mismatch		❌	❌		view saved view	view saved view add new cancel
Confirmation - UTI		❌	❌		view saved view	view saved view add new reactivate
Confirmation - Rounding		❌	❌		view saved view	view saved view add new cancel
Static Data - Counterparty Public Data