User permissions and roles Seller level

The permissions of a "User" can vary within the platform, depending on what the administrator assigns to them. These permissions include viewing and managing various organizations. A user can potentially have access to all customers of the Seller. 

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. 

See the table below displaying permissions relative to a user's role:  - View; E - Edit.  

See below the Seller level:

6565655665new.jpg

2023-04-20_10_45_36-2023_04_20_10_41_32_User_permissions_and_roles_Seller_level_AppXite_Mozilla_Fire.png

To give end-customers access to self-service, they can be invited with separate roles to perform different actions. See below the end customer level: 

user_permission_levels_customer3.svg

2022-11-11new.jpg

  • ''Customer'' permissions are available to the seller and to the customer.
  • "Customer billing Admin" can be used if the seller thinks it should be visible to the customer.
NOTE! When inviting a customer, it is suggested to use the “Customer” status. User can purchase and manage subscriptions without being exposed to overly sensitive data with it. With the “Customer admin” status, user can purchase subscriptions, manage subscriptions, and invite other users from the same organization. Customers can invite a Customer billing admin for their organization.

The table below describes the system for inviting users:

rights_matrix5.svg

nm.png

NOTE! Subscription/Product Manager roles do not have access to editing markups on subscriptions. Only Seller Admin and Account Manager roles can do that.

Was this article helpful?

2 out of 2 found this helpful

Add comment

Please sign in to leave a comment.