In Sapera, actor file types act as a central part of the system's way of handling and structuring data about the various actors that interact with the platform. The actors can, for example, be customers, suppliers, users or other entities that require administrative or operational management.
The file types act as a standardized method for representing and exchanging data, which enables precise and efficient communication between different systems and platforms.
By using actor file types, you ensure that the necessary information about an actor – such as identity, role, permissions and other relevant attributes – can be organized and transferred in a consistent way. This is particularly important in complex IT systems where many entities interact. For example, actor file types can be used to register users in an application, manage supplier data in an ERP system or ensure correct data transfer between different software applications.
1. From Financial, access "Setup".
2. Navigate to "Actor file types".
3. You are now on the "Actor file types" tab, where an overview of your actor file types in Sapera is visible.
If you want to create a new actor file type, this is easily done by clicking the blue "+" icon in the top right.
The following menu will now open, where you have the option to create a new actor file type:
Fill in the fields and finish with "Save".
System name:
The system name specifies the technical identifier of the file type. This is the name Sapera uses to locate the file type in other modules of the system.
When creating, the system name must not contain spaces, "æøå" or special characters.
Display name:
Here the display name of the file type is shown. A display name for an actor file could, for example, be: “Account statement”.
Want to know more?
Read more in these related articles:
Document types
Set up and manage document types in Financial. Document types are used to categorize attachments on sales invoices, sales orders, sales quotes and purchase invoices.
Actor setup
This article covers how actors are associated with organizational units via actor setup in Sapera
