External user permissions

An external user is a user who accesses a company by sliding in through a console company rather than logging into the company directly. External user permissions are derived from a combination of the following variables:

• Consoles: The type of console that the user slides in from to access an instance.

• Permission type: The console Permission type is set to User-based or Role-based.

Named role-based permissions in consoles

The following overview explains how permissions are assigned to external users that slide in to an instance. The external user is a console user from a console with named role-based permissions.

Accountant (SIAP / BPO) and Management consoles

When console users slide in to an instance, they are identified as named external users. External users inherit the permissions assigned to the CPAUser.

• A console admin assigns external user permissions to a role for console users.

• An admin assigns external user permissions to the CPAUser in an instance.

• Assign external user permissions in the console and an instance.

• Assign the same permissions to the CPAUser and a role for console users.

• When you assign the same permissions to the CPAUser and role, external users have those permissions to complete tasks in an instance.

To edit external user permissions, edit the CPAUser record and a role, and assign permissions to the record and role.

Learn how to Assign permissions to external users—Role-based consoles.

External user administration privileges

• A console admin assigns admin privileges to users in the console.

• External users slide in to an instance with the admin privileges that they were assigned in the console.

Partner (VAR) consoles

When console users slide in to an instance, they are identified as named external users. External user permissions are assigned to enterprise roles for console users.

• A console admin assigns an external user's permissions to their enterprise role in the console.

• When you assign permissions to a role, the external user has those permissions to complete tasks in an instance

To edit an external user's permissions, edit their enterprise role and assign permissions to that role in the console.

Learn how to Assign roles to external users—Consoles.

External user administration privileges

• A console admin assigns admin privileges to users in the console.

• External users slide in to an instance with the admin privileges that they were assigned in the console.

Named user-based permissions in consoles

The following overview explains how permissions are assigned to external users that slide in to an instance. The external user is a console user from a console with named user-based permissions.

Accountant (SIAP / BPO) and Management consoles

When console users slide in to an instance, they are identified as named external users. External user permissions are assigned to each external user record in an instance.

• Assign permissions to each external user record in an instance.

• When you assign permissions to an external user's record, the external user has those permissions to complete tasks in an instance.

To edit an external user's permissions, edit their external user's record and assign permissions to that record in an instance.

Learn how to Assign permissions to external users—User-based consoles.

External user administration privileges

• External users inherit the admin privileges of the CPAUser in an instance when sliding in from a console for the first time.

• You can assign admin privileges to the CPAUser.

Partner (VAR) consoles

When console users slide in to an instance, they are identified as named external users. External user permissions are assigned to each external user record in an instance.

• Assign permissions to each external user record in an instance.

• When you assign permissions to an external user's record, the external user has those permissions to complete tasks in an instance.

To edit an external user's permissions, edit their external user record and assign permissions to that record in an instance.

Learn how to Assign permissions to external users—User-based consoles.

External user administration privileges

• You can assign admin privileges to users in an instance.

• Admin privileges are assigned to external user records.

Console roles and external user permissions

Company or console	Access by	Description
Multi Instance Shared	Slide in	Applies to a Management or Partner console sliding into a linked Instance.
Accountant console	Login	Applies to a user logging into a Management or Partner SIAP console.
Accountant console	Slide in	Applies to a Partner console user sliding into a linked Management console without My Accounting enabled.