Customer admin

A customer admin user serves as the system administrator of a tenant and is tasked to manage the setup data of all the integrations of the tenant. A user with this role can perform these actions for both on-premise and IGFC Cloud Edition (IGFC CE):

• Manage integrations
• Manage entity registration and mapping
• Activate and deactivate the document poller
• Activate and deactivate the purging of documents
• Download IGFC runtime logs
• View output document counters
• Export and import content package
• Manage Infor and custom BOD registrations
• Manage custom master data registration and data entry
• Upload custom BOD definitions and properties
• Manage DSV registrations and mappings
• Manage dimension code assignments
• Manage general ledger mappings
• Manage search templates, API configurations, and expressions
• Manage IGFC security and IMS security
• Manage journal user fields
• Manage journal entry templates
• Manage scenarios and rules
• View the status of documents
• Reprocess documents
• View audit logs

For on-premise deployment, a customer admin can add, delete, or change user accounts.

For IGFC CE, a customer admin cannot add, delete, or change user accounts. A customer admin can perform only these tasks:

• Masking
• Enabling or disabling email notifications

A customer admin can also delegate an integration to users with the rule builder and system accountant roles.