Multi User Access

Secure team access with roles, permissions and full accountability.

EDI operations don’t sit with one person. Finance, customer service, ops, IT and external partners often need visibility — but not the same level of access.

Multi-User Access lets you control who can see what, who can change what, and who did what, without sharing logins or risking accidental changes.

Primary CTA: Book a demo
Secondary CTA: View permission options

The problem it solves

As teams grow, shared access becomes a risk:

• shared credentials and unclear accountability

• too much access for users who only need visibility

• accidental changes to mappings, routes or partner settings

• slow onboarding/offboarding when roles change

• limited audit trails when something goes wrong

Multi-User Access keeps teams productive while staying secure and tidy.

What Multi-User Access does

Role-based permissions

Assign roles that match real responsibilities — from read-only monitoring to full configuration access.

Controlled visibility

Limit access by partner, document type, environment, or operational area so teams only see what’s relevant.

Clean onboarding and offboarding

Add and remove users quickly without disrupting operations, and keep access aligned as teams change.

Audit-friendly accountability

Track key actions with a clear trail so changes are attributable and issues can be resolved faster.

How it works

1) Invite team members
Add users to your account with the right access level.

2) Assign roles and permissions
Control access to areas like monitoring, reporting, partner connections, document flows and configuration.

3) Keep operations safe
Separate visibility from change control so day-to-day teams don’t accidentally disrupt live integrations.

4) Review activity and maintain control
Use logs and auditing to monitor changes, spot unusual activity and stay aligned with internal processes.

Key benefits

• Reduce risk: no more shared logins or “everyone is admin”

• Improve governance: clear control over sensitive settings

• Faster teamwork: finance and ops can self-serve status updates

• Better security posture: access scales cleanly with the business

• Clear accountability: action trails support investigations and audits

Best-fit use cases

• Teams split across finance, ops and customer service

• Businesses with multiple trading partners and internal departments

• Companies needing tighter controls around production changes

• Organisations working with external consultants or partner teams

• Environments where audit trails and access control matter

FAQ

Can we give read-only access to finance or customer service?
Yes — you can assign access that allows users to view statuses, documents and logs without being able to change settings.

Can permissions be restricted by trading partner?
Yes — Multi-User Access supports segmented visibility so teams only see the partners and flows they’re responsible for.

Do you support audit logs for changes?
Yes — key actions can be traced so you can see who made changes and when.

Can access be removed instantly when someone leaves?
Yes — users can be disabled or removed quickly to keep access aligned with your internal processes.