User Permissions and Roles: A Guide for Distributors, Sellers, and Customers

Introduction

This article provides a comprehensive overview of user permissions and roles within the platform across different organizational levels. The permissions of a "User" can vary within the platform depending on the assigned user role, including viewing and managing organizations. Understanding these roles is essential for proper platform administration and user management.

In this article:

• User Permissions and Roles - Distributor Level
• User Permissions and Roles - Seller Level
• User Permissions and Roles - Customer Level

User Permissions and Roles - Distributor Level

Users assigned the "Distributor admin" or "Super admin" roles have the ability to grant the "Distributor ReadOnly" role or invite users with the "Distributor ReadOnly" role.

For the platform, having the "Distributor ReadOnly" role alone is sufficient to gain read permissions. However, for the SKU and distributor portal, the "Distributor ReadOnly" role must be assigned in addition to the "Distributor admin" role to obtain full read permissions.

The following table displays permissions at the distributor level (V = View; E = Edit):

User Permissions and Roles - Seller Level

The following table displays permissions relative to a seller user's role (V = View; E = Edit):

Key Role Information:

The Product Manager role is used for the creation of new products and services that need to be done, in order to access CPQ and edit forms.

In order to provide access to the reseller's reports (reports for the whole portal or the reports of all the organizations), the "Reseller Report" role should be added additionally to the already existing roles.

NOTE! Seller Agent Admin can assign only Subscription Manager, Seller Billing Admin, 360 Report Viewer and Customer level roles. Seller Agent Admin can access Settings tab but doesn't have permission to view 'Currency & Payment' and 'Authentication Management'.

360° Report Access

The access to the 360° Report is available to Distributor, Seller Admins, and Seller Agent Admins without need to assign the 360° Report Viewer role.

If 360° Report is opened in one platform, authorized user will be able to see the data from all platforms they have access as distributor and seller admins. All those organizations will be shown as perspective orgs in Filters section.

Additionally, Distributor, Seller Admin, and Seller Agent Admin users can grant access to the 360° Report for other users by assigning '360° Report Viewer' role to other users for specific organizations.

User Permissions and Roles - Customer Level

The following table displays permissions relative to a customer user's role (V = View; E = Edit):

Customer Role Guidelines:

"Customer" permissions are available to the seller and to the customer.

"Customer billing Admin" can be used if the seller thinks invoices should be visible for the customer.

Summary

This article provides a comprehensive guide to user permissions and roles across distributor, seller, and customer levels within the platform. Understanding these roles is crucial for proper user management and ensuring appropriate access controls. Key takeaways include the hierarchical nature of permissions, the specific capabilities of each role, and important considerations for role assignment and 360° Report access management.