Portal: new Advisor user role
We've added a new Advisor user role to the Codat Portal.
What's new?
The Codat Portal now has a new Advisor role. Advisors can add and linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. companies, view companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. data, and view webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. consumers, but can't delete companies or change settings. This reduces operational risk and opens up access to insights to more people in your organization.
You can review the detailed permissions breakdown in the User roles summary.
Who is this relevant for?
This update is relevant for anyone using the Codat Portal to view and manage data. It's especially beneficial for organizations that require their users to have visibility into insights and reporting without the ability to change companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. configuration.
How to get started?
The Advisor role is already available in the Codat Portal and you can start assigning it to relevant users immediately.
If you're using Enterprise SSO, you need to set up a group corresponding to the new role in your Identity Provider (IdP) first. Get in touch if you need further guidance.