[en] Subscription Roles and Permissions
[en] To read more about Roles (ROLE) in RamBase, click here.
[en] General roles
[en] Superuser
[en] Administration of miscellaneous company configurations that administration specific roles (like Admittance Administrator, Output Administrator and Report Administrator) do not cover.
[en] Relevant permissions:
[en] Access to all company settings and configurations.
[en] Create and maintain custom fields.
[en] Maintain approval configurations.
[en] Maintain employees and users.
[en] Report Administrator
[en] Manage customer reports and scheduling of reports.
[en] Relevant Permissions:
[en] Generating reports and analytics.
[en] Overall management of the subscription module.
[en] Viewing and managing all subscriptions and customer data.
[en] Overseeing billing, invoicing, and payment processing.
[en] Product Manager
[en] Product Manager is responsible for the Product register, classification rules, Product grouping etc.
[en] Relevant Permissions
[en] Create and maintain product classifications
[en] Create and maintain product equivalents
[en] Manage product status
[en] Create products
[en] Create and maintain manufacturers
[en] General manager
[en] Relevant Permissions:
[en] Manage subscription contracts
[en] Inspect subscription reports & analytics
[en] Approve and activate customers
[en] Finance manager
[en] A finance manger is mainly in charge of financial reporting, control and reconciliation, but can be engaged in daily book-keeping excersises as well. The finance manager is in charge of the company's accounting structure in RamBase.
[en] Relevant Permissions:
[en] Analyze receivables subscription statistics
[en] Analyze forecast subscription statistics
[en] Maintain VAT setup
[en] Create and maintain finance projects
[en] Maintain financial budgets
[en] Monitor and analyze subscription contracts
[en] Approve/activate customers
[en] Accounts Receivables Clerk
[en] An Accounts Receivable Clerk is engaged in day-to-day book-keeping duties on receivables.
[en] Relevant Permissions:
[en] Maintain customer financial terms
[en] Monitor subscription contracts
[en] Inspect subscription reports and analytics
[en] Maintain financial subscription settings on customer and contract
[en] Create and send invoices to customers
[en] Create and send credit note to customers
[en] Create period and posting adjustments to invoices and credit notes
[en] Create and maintain subscription rates
[en] Finance controller
[en] A finance controller is engaged in the daily book keeping, as well as periodically reporting and reconciliation jobs.
[en] Relevant permissions:
[en] Subscription specific roles
[en] Subscription manager - ROLE/102825
[en] Will have the overall responsibility in the sales department. Will be involved in negotiating contracts with customers. Sales Manager will have responsibility for that the sales prices and rates in the system are correct. Will report to the leadership of the Company.
[en] Relevant permissions:
[en] Monitor subscription contracts
[en] Follow up subscription quotes (reject/edit)
[en] Inspect subscription reports and analytics
[en] Create customers
[en] Approve customers
[en] Maintain subscription settings on customer and contract
[en] Create and maintain subscription rates
[en] Create and follow up opportunities
[en] Create and maintain customer contacts
[en] Create and maintain output control
[en] Subscription representative - ROLE/102826
[en] In addition to daily work as receiving customer orders, the sales responsible will be the one who give quotes and negotiate agreements with the customer. Will contribute to have correct rates in the system and maintain the customer archive.
[en] Relevant Permissions:
[en] Monitor subscription contracts
[en] Inspect subscription reports and analytics
[en] Create and maintain subscription contracts (quote and order)
[en] Follow up subscription quotes (reject/edit)
[en] Create customers
[en] Maintain subscription settings on customers and contract
[en] Create and maintain subscription rates
[en] Create and follow up opportunities
[en] Create and maintain customer contacts
[en] Create and maintain output control
[en] Create and send invoices to customers
[en] Create and send credit note to customers
[en] Subscription assistant - ROLE/102827
[en] Will do daily work as receiving and registering requests for quote and orders from customers, and will maintain the customer backlog. May also help the sellers with their tasks when required, as e.g in quoting.
[en] Relevant permissions:
[en] Monitor subscription contracts
[en] Inspect subscription reports and analytics
[en] Create and maintain subscription contract items (quote and order)
[en] Create and follow up opportunities
[en] View invoices
[en] View credit notes