User Management Overview
To grant your users access to the desired UI 2.0 applications like Customer Billing, you have to assign corresponding roles to a user account. The access users have to the platform is governed by the roles which are critical to security and determine what applications and actions users can see and what actions they can perform. The Administration application provides a way to do the following:
- View details about a user
- Search for users
- Create a new user
- Edit existing users
- Assign a role to a user
- Unassign a role to a user
You, as administrator, can manage users and accesses they have through the following elements of the system:
A user is a top-level element that includes all security configurations. To enable users to access parts of the application, you have to add corresponding roles. You can select a role from the list of Gotransverse pre-defined roles or create a new one in UI 1.0. Roles contain security authorities that provide granular access to an application or application area. For example, the Tax Management - Full access security authority provides full access to the Tax Management application while Customer Billing - Read-Only access to the Setup Management Area grants access to a specific area of the Customer Billing application: The setup. The diagram below illustrates this high-level user management structure in Gotransverse.
The table below provides an overview of users, roles, and security authorities within the Gotransverse billing platform. For more details, refer to User Management, Users and Roles, and Managing Access to UI 2.0 with Security Authorities.
|Users||Provides base unique access level for GTV applications such as Customer Billing, Mediation, Payment Matching, Reporting, Revenue Management, Scheduler, and Tax Management.
Accesses provided to users are determined by the roles assigned to user accounts.
|Roles||Intended to match the access needed to perform a role a customer has in their organization such as System Administrator or Customer Service Representative (CSR). Access rights that roles provide are determined by the granted security authorities.
You can assign pre-defined (standard) or custom roles to the user account:
|Security Authority||Provides functional-level access to the application or application areas such as Customer Billing - Full access to the Customer Management Area, Payment Matching (RMS) - Full access, Revenue Management (GL) - Full access, and others. The security authorities become part of roles.
Security authorities include:
Note: For a full list of available UI 2.0 security authorities and areas they control, refer to Managing Access to UI 2.0 with Security Authorities.
Note: In UI 1.0, you can also set up Authority levels that provide the ability to configure either the maximum or minimum level or amount a user can set with that specific individual authority such as Single Adjustment Maximum Value and Service Price Override Value. Authority levels are set on the role level in UI 1.0.
UI 2.0 Security Authorities
With security authorities, Gotransverse provides a way to manage access that users have to UI 2.0 applications and application areas. By adding or removing specific security authorities from custom roles and assigning these roles to users, you can provide or revoke access to the following applications in UI 2.0:
- Customer Billing—Customer Management, Billing Management, Usage Management, and Setup Management. Each area is governed by a separate security authority that provides either full or read-only access.
Additionally, you can, for example, grant full access to the Payments and Adjustments sections within the Customer Management area without providing full access to other sections of this area such as Services or Invoices. To have full access to Payments and Adjustments sections, first, you must assign one of the following security rights to a user:
- The Full Read Billing role.
- A custom role with the Customer Billing - Read-only security authority.
- A custom role with the Customer Billing - Read-only access to the Customer Management area security authority.
Next, you’d add the full access security authority for the Payments and Adjustments sections.
- Revenue Management—AR Ledger, Setup, Charge Info Records. Each area is governed by a separate security authority that provides either full or read-only access.
Note: In Managing Access to UI 2.0 with Security Authorities, you can find a full list of security authorities available in UI 2.0.
Customer Billing Application Security Authorities
The diagram below visualizes the structure of UI 2.0 applications with regard to security authorities that control access as a whole (displayed in orange) to each application. It also illustrates the security authorities for areas and sections for the Customer Billing Application..
Revenue Management Security Authorities
The diagram below illustrates the structure of UI 2.0 applications with regard to security authorities that control access as a whole (displayed in orange) to each application. It also illustrates the security authorities for areas for the Revenue Management Application.
Use Case Example
This use case outlines the user management structure for two personas in the Gotransverse billing platform: System Administrator UI 2.0 and Customer Service Representative (CSR).
System Administrator UI 2.0
Major responsibilities include user administration, system setup, general operation, and maintenance via UI 2.0. To add a new System Administrator, the Gotransverse administrator creates a new user account and assigns the System Administrator UI 2.0 pre-defined role. This role already includes a set of standard security authorities granting full system access to all GTV applications in UI 2.0: Customer Billing, Payment Matching, Reporting, Revenue Management, Scheduler, Tax Management, and Mediation.
Customer Service Representative (CSR)
Major responsibilities include managing customer orders and general troubleshooting. CSRs need full access to the Customer Management area to manage billing accounts and process orders, services, and payments. They also need read-only access to the Billing Management area to view existing bill cycles, bill batches, and associated invoices.
To add a new CSR user, the Gotransverse administrator completes the following steps:
- Creating a new user account.
- Creating a new role (in UI 1.0) and assigning two security authorities: Customer Billing – Full access to the Customer Management Area and Customer Billing Read-only access to the Billing Management Area.
- Assigning the role to the user in UI 2.0.
Viewing Administration Page
To open the Administration application, select Administration from the Gotransverse action menu . Within the Administration application, you can view a list of existing users and select a specific user to see more details.
Administration setup includes:
- Gotransverse support must assign the System Administrator UI 2.0 role to your user account.
- Creating new users with UI 2.0 access. You can also edit the user information.
- Either creating a new role for a user or deciding which of the Gotransverse pre-defined roles to use that already include a standard set of security authorities. Creating custom roles and assigning the needed security authorities is done through UI 1.0.
- Assigning UI 2.0 roles to user accounts. You can also unassign roles from user accounts.
Note: You, as administrator, can also assign the System Administrator UI 2.0 role to user accounts that you create to grant them admin rights.
After you select the Administration application from the Gotransverse action menu , the Users page displays a list of existing users and details such as the User Name, Status, First and Last names, Email address, and associated Marketplace. The columns also display whether the user is an SSO user and whether the user is Locked.
On the Users page, you can also search for specific users.
Note: You can manage the number of columns that display by clicking the Columns button in the upper-right corner and selecting desired columns.