# Roles & Permissions
Security Groups interact with roles and permissions to give you as much control as you need over features available to Users of your Trading Partner. By creating a Security Group and assigning roles to it, you allow for a class of Users that have the appropriate set of permissions to undertake their required work across the DX2 Portal.
While you create and manage Security Groups, the DX2 Portal defines the list of available roles along with the permissons those roles provide. This is illustrated in the following image.
# Roles
The list of available roles and their permissions is shown in the table below. To better understand the purpose and effect of each permission, see Permissions below.
| Role | Description |
|---|---|
| Administrator | Full access |
| Integration Manager | Manage Trading Partner relationships, rules, and Document transforms |
| Document Manager | Manage sent and received Documents |
| Document Capture | Upload files for staging within document capture |
| Approval Manager | Maintain Approval chains and account codes |
| User Manager | Manage security groups and Users |
| Profile Manager | Manage and edit company details |
| Account Coder | Creates or revises distributions and account codes for Approval documents |
| Approver | Approves assigned distributions for Approval documents |
| Approval Rejection Manager | Handles rejected Approval documents including discarding and reassigning for recoding |
| Supplier Code Manager | Creates and assigns supplier codes for Approval documents |
TIP
When two roles assigned to a Security Group have overlapping permissions, those permissions are applied to the Security Group as per normal.
# Administrator
The Administrator role provides the following permissions:
- Edit Company Profile
- Users and Groups management
- API Tokens management
- Rules management
- Transforms management
- Invite Trading Partners
- Trading Partners management
- Staged Documents management
- Upload staged Documents
- Add Document comments
- Discard Documents
- Resubmit Documents
- Edit Documents
- Account codes management
- Approval chains management
- Approve Approval distribution
- Approve Approval distribution as Chain Manager
- Reject Approval distribution
- Edit Approval distribution
- Edit Approval distribution chain
- Create Approval distributions
- Approve Approval document
- Approve Approval document as Chain Manager
- Reject Approval document
- Edit supplier code
- Cancel Approval document
- Reassign Approval document
- Confirm Approval document coding
- Recode Approval document
# Integration Manager
The Integration Manager role provides the following permissions:
- API Tokens management
- Rules management
- Transforms management
- Invite Trading Partners
- Trading Partners management
- Discard Documents
- Resubmit Documents
# Document Manager
The Document Manager role provides the following permissions:
- Invite Trading Partners
- Discard Documents
- Resubmit Documents
- Edit Documents
- Add Document comments
- Upload staged Documents
- Staged Documents management
# Document Capture
The Document Capture role provides the following permissions:
- Upload staged Documents
- Staged Documents management
# Approval Manager
The Approval Manager role provides the following permissions:
- Account codes management
- Approval chains management
# User Manager
The User Manager role provides the following permissions:
- Users and Groups management
# Profile Manager
The Profile Manager role provides the following permissions:
- Edit Company Profile
# Account Coder
The Account Coder role provides the following permissions:
- Edit account codes on Approval Documents that are pending approval
- Edit distribution amounts on Approval Documents that are pending approval
# Approver
The Approver role provides the following permissions:
- Approve Approval distribution
- Approve Approval document
# Approval Rejection Manager
The Approval Rejection Manager role provides the following permissions:
- Cancel Approval document
- Approve Approval document as Chain Manager
- Approve Approval distribution as Chain Manager
# Supplier Code Manager
The Supplier Code Manager role provides the following permissions:
- Edit supplier code
# Permissions
The list of permissions and their effects in DX2 is shown in the table below.
| Permission | Effect |
|---|---|
| Edit Company Profile | Edit the company of profile (see My Company) |
| Users and Groups management | Manage users and groups |
| API Tokens management | Manage API tokens used for integration |
| Rules management | Manage rules used for integration |
| Transforms management | Manage Transformations used for integration |
| Invite Trading Partners | Send invitations to other Trading Partners |
| Trading Partners management | Manage Trading Partners |
| Upload staged Documents | Upload staged Documents for Document Capture |
| Staged Documents management | Manage staged Documents |
| Discard Documents | Discard Documents |
| Resubmit Documents | Resubmit Documents |
| Add Document comments | Add comments to Documents |
| Edit Documents | Edit Documents |
| Approval chains management | Manage Approval chains |
| Account codes management | Manage account codes |
| Edit supplier code | Edit Approval document supplier code |
| Edit due date | Edit Approval document due date |
| Approve Approval document | Approve an Approval document to complete it |
| Reject Approval document | Reject an Approval document with a reason for resolution |
| Cancel Approval document | Cancel a rejected Approval document to finalise it |
| Reassign Approval document | Reassign an Approval document to another User or group for coding |
| Confirm Approval document coding | Confirm distribution coding and move Approval document to pending Approval state |
| Recode Approval document | Assign an Approval document to the default coder to redo the distribution coding |
| Create Approval distributions | Create new Approval distributions |
| Approve Approval document as Chain Manager | Approve a document distribution as the Approval Chain Manager |
| Edit Approval distribution | Edit Approval distribution excluding the Approval chain |
| Edit Approval distribution chain | Edit Approval distribution chain |
| Create Approval distributions | Create new Approval distributions |
| Approve Approval distribution | Approve an Approval distribution |
| Reject Approval distribution | Reject an Approval distribution |
| Approve Approval distribution as Chain Manager | Approve an Approval distribution as the Approval Chain Manager |