User Guide
This guide explains how to use SILI on a daily basis.
It is intended for platform administrators, tenant administrators, company administrators, operational managers, business users and support teams.
Fundamental rule
The screens visible and actions available always depend on:
- the user's role,
- the selected company,
- the activated modules,
- individual permissions and permissions inherited via groups,
- the status of the account and the company.
SILI organization
| Element | Role |
|---|---|
| Platform | Global level administered by the SILI super administrator |
| Tenant / client space | Private space for a client organization |
| Company | Operational entity, branch, subsidiary or activity within a tenant |
| User | Person who logs into SILI |
| Group | Set of users sharing rights |
| Module | Business area: Sales, Purchases, Stock, CRM, HR, Workflow, Planning, Reports, Support |
| Permission | Access level granted to a person or group |
Access profiles
Platform super administrator
Manages the entire platform. Can manage tenants, block or unblock access, adjust quotas, consult global logs and handle platform support tickets.
This profile is reserved for platform operations. It should not be used for a client's regular business operations.
Tenant administrator
Manages the client's organization space. Can create and modify companies, manage users and their assignments, activate modules, manage permissions, create groups, manage backups and open support tickets.
Business user
Works in authorized companies and modules. Their scope depends on their company assignment, active modules and effective permission.
Company role
Within a company, a user may have a local role:
- company_admin: local administrator or manager of the company.
- company_user: business user of the company.
This role complements module permissions. It does not replace them.
Path conventions
In this guide, paths indicate where to click in the interface.
- Tenant space > Companies: global client administration.
- Company space > Sales > Quotes: business module within a selected company.
- Top bar > Notification bell: action accessible from the header.
TIP
Labels may vary slightly depending on language, role and activated modules.