Users Guide

Appendix A
This appendix contains detailed information about APEX Console user roles and permissions.
Topics:
• Roles and permissions matrix
Roles and permissions matrix
This table details all of the tasks and functions within the APEX Console for each default user role.
Table 2. User roles and permissions
Task Administrator Finance
Manager
IT Manager IT User Base User
Create an order X X X X
Submit an order X X X X
Approve an order X X X
View draft orders X X X X
View active subscriptions X X X X
View order history X X X X
View subscription terms X X X X
Add capacity to an order or subscription X X X X
Edit site contact details for a draft order X X
View Support page X X X X X
View and change my own user details X X X X X
View sites X X X X
Add a new site X X
Edit site details for a subscription X X
View current charges and details X X X
View and export list of invoices (CSV) X X X
View invoice details and download invoice
(PDF)
X X X
View payment preferences and address
information
X X X
Change default Install at and Ship To
addresses
X X X
Change default Bill To and Sold To addresses X X
Change default payment method X X
Create users X
Edit users X
A
18 Appendix A