konfipay customer advisor

If required, a permanent konfipay customer advisor can be assigned to your client. These are windata employees who take care of your client and are available in case of problems.

You can see whether you have a permanent konfipay customer advisor in your client's user list. The name is marked with the tag Customer Service:

Read-only rights of the customer advisor

The read-only rights of the konfipay customer advisor are shown in the following two lists for payment transactions and client management. These rights cannot be changed - either the client or the customer advisor.

Payment transactions

Bank accounts	Display
EBICS	Show contacts Manage order types Display communication protocols Show customer logs
ISO 20022 and SEPA payments	Display
Foreign trade payments	Display
Account turnover	Display sales (only information on sales files, no content) Miscellaneous files
PayPal accounts	Display
PayPal transactions	Show transactions

Client management

Client	Display
Users	Display Show group permissions Show activity log
User groups	Display
API	Show settings Show communication
Report	Full access
Deletion periods	Display
Notifications	Display