User roles

SolveXia user roles are allocated to users and define what the user is permitted to do within the system. There are four types of roles available when adding a new client:  Subscriber, Designer, Client Admin and SVX Admin.

Subscriber: Any user you give this role to can access Subscriber View and execute processes but cannot create or modify them.

Designer: Any user you give this role to has access to Subscriber and Designer views. The user is able to create automated solutions using main SolveXia features such as processes, data storage and reporting.

Client Admin: Any user you give this role to has the same permissions as a Designer role, with the added ability to manage your organisation directory through SolveXia Admin.

SVX Admin: This role is reserved for SolveXia employees.

How to assign a role to an existing user

1. Open SolveXia Admin.

2. Navigate to Users page from the menu on the left.

3. Select the user from the list you want to manage.

4. Under Access section in user profile change User role.

 5. Click Save.