Define company access and default user roles

This topic describes how Marketplace Managers can set one or more access types for a company, and define the default role assigned to new users when they accept an invitation to join the company.

To define company access and default user roles

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Dashboard > Home | Companies. The Companies page opens.

2. Click the {name} of the company for which you want to set the access type and default user role. The selected company's details page opens and displays the Users tab by default.

3. Click the Settings tab. By default, the four Company Access checkboxes are clear (meaning no explicit access rights are assigned), and the Default User Role is set to User (this role is also unofficially referred to as customer or end user). User is the only role a member of a company can have if the company has no explicit access rights.

4. Click one or more of the following checkboxes in the Company Access area.

   • Developer Access—Members of this company can access the features located in the Developer portal at Manage > Developer if they are also assigned the Developer user role. When you select this option, Developer option appears in the Default User Role area.
   • Marketplace Access—Members of this company can access the features located in the Marketplace portal at Manage > Marketplace. When you select this option, the Customer Support option appears in the Default User Role area.
   • Reseller Access—(Not available on all marketplaces.) Members of this company can access the features located in the Reseller portal at Manage > Reseller. When you select this option, the Manage Reseller Permissions options appear, and the Reseller option appears in the Default User Role area. Companies can only be assigned Reseller Access or Referral Access, not both.
   • Referral Access—(Not available on all marketplaces.) Members of this company can access the features located in the Reseller portal at Manage > Reseller. Companies can only be assigned Reseller Access or Referral Access, not both.

   The company's access is updated immediately, a message confirms the update, and the access is granted to all members of the selected company.

5. Click one of the options in the Default User Role area. The selected role is assigned to new users that join the company.

   • User—Accesses the marketplace to browse for and purchase products. This user can also be assigned and use products owned by his or her company. This user is also known as a customer or an end user.
   • Developer—Creates products, then requests to integrate these products into your marketplace. These users have access to their company's own products and API integration settings.
     Developers create and maintain their own product profiles, subject to oversight by the Marketplace Managers. In some cases, Developers can view and manage information about their own orders, bills, customers, and payouts.
   • Customer Support—Creates companies on a marketplace and invites each company's first user to register and activate an associated user account (which has Company Administrator privileges). They can also administer user account settings for all registered users on a marketplace. This option only appears if you click the Marketplace Access checkbox.
   • Reseller—Sells to members of companies linked to his or her reseller company. They can also buy products and bundles on behalf of other users. This option only appears if you click the Reseller Access checkbox.