System Configuration for Access to UI 2.0
Because the Gotransverse 2.0 interface is 100% API driven, specific roles and certain system settings are necessary to use it. The availability of many features and options in the Gotransverse 2.0 interface depends on proper configuration of roles and settings. You, as an administrator, can assign roles and change system settings.
To use the Gotransverse 2.0 interface, the following browser considerations, roles, and system settings are required.
Note: If users in your company are having problems accessing features in UI 2.0, Gotransverse support can help you configure system settings.
Browsers
We support Google Chrome, Safari 10.1.1 or higher, Mozilla Firefox, and Microsoft Edge. We recommend using the latest browser version.
Roles
Roles specify what applications users can access in Gotransverse. Roles enable you, as an administrator, to configure the features required by your business processes and allow only authorized users to access those features. You can assign roles for UI 2.0 access in UI 1.0 or UI 2.0.
Each user must be granted appropriate roles:
- Full Read Billing—Enables read-only access to the UI 2.0 Customer Billing application. This role allows assigned users to view customer accounts and related information without the ability to create new accounts or perform any actions on existing accounts.
- UI 2.0 Full Access—Enables full access to all UI 2.0 applications, including Customer Billing, Mediation, Payment Matching, Reporting, Revenue Management, Scheduler, and Tax Management.
System Settings
System settings are used to turn on features and processes when needed, or turn them off when they are not needed. An administrator can change system settings through UI 1.0.
System settings should be configured as follows:
| Setting Name | Setting | Description |
|---|---|---|
| Tenant API Version | 1.33 or higher | Specifies the API version used by this tenant. |
| Allow the API to return deep query results | TRUE | Allows the API to return all child objects of a queried object. False will only allow shallow results, which return only the EIDs (system generated unique identity numbers) of the child objects of the queried object. |
| API Version Validation | FALSE | Enables validation of API requests against a specific version. Version is set in system setting 'Tenant API Version'. |
| Auto Payment Application Enabled | TRUE | Defines how payments not associated to invoices get allocated. True indicates unassociated payments are automatically applied to open invoices. False indicates the user must manually define to which invoices the unassociated payments should be applied. |
| Usage Overwrite as Update | TRUE | Enables edit usage event functionality; without this parameter enabled, editing will result in deleting the original event and creating a new event. |
Note: The Partial Cancel Enabled system setting is ignored in UI 2.0. Partial cancellation is supported by default.