Overview
The System User role is designed for machine-to-machine API integrations. When you create API keys and authenticate viaPOST /auth/system-login, your requests run under this role.
System Users have a focused permission set covering the core O2C (order-to-cash) lifecycle — they can ingest data, manage contracts, trigger invoicing, and read financial records, but they cannot perform destructive administrative operations (e.g. deleting plans, managing other users, or purging organisations).
Permission Summary by Domain
What System Users CANNOT Do
- Create, update, or delete billing plans (full plan management)
- Create, update, or delete users, including other system users
- Create or delete SKU groups
- Delete customers (only supported via AdminAccess for safety)
- Manage invoice templates
- Manage email templates
- Manage workflows, schedules, or filters
- Access organisation/user administration features
Authenticating as a System User
Step 1 — Generate credentials (Admin UI or API):clientKey and clientSecret.
Step 2 — Exchange for a JWT:
POST /auth/refresh with your refreshToken to obtain a new access token without re-authenticating.

