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

Introduction

The permissions of a "User" can vary within the platform depending on the assigned user role. These permissions include viewing and managing organizations. A user with Seller Admin or Account Manager role, can  have access to all customers of the Seller. 

In this article:

 

User permissions and roles Distributor level 

The Distributor has only one main role "Distributor admin".

NOTE! The Distributor Admin role is visible only to distributors in the platform. 

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If you wish to provide your team members with Distributor-level access and for them to have full platform access, but without the possibility to edit items or settings, provide the user with Distributor Read-only

role.

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NOTE! 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.

 

User Permissions and roles Seller level

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

See below the Seller level:

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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. 

Sellers can provide end-customers with self-service access. End-customers can be invited with specific roles to perform various actions. See below the end customer level: 

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The table below describes the system for inviting users:

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

 

User permissions and roles on Customer level

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

See below the Customer level:

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  • ''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.
NOTE! When inviting an end-customer user, it is suggested to use the “Customer” status. With that status, user can purchase and manage subscriptions without being exposed to overly sensitive data. With the “Customer admin” status, the user can purchase subscriptions, manage subscriptions, and invite other users from the same organization.

 

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