Configure Reseller role permissions

Marketplace Managers can configure a variety of permissions for users with the Reseller role.

The following procedure includes all possible role settings. However, the Role permissions page only displays the settings that are relevant to your marketplace configuration.

To configure Reseller role permissions

📝 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 > Settings > Settings | Roles. The Role Permissions page opens.
2. In the Reseller pane, click the toggle to enable or disable the following permissions:
   • Set service request date for a product in an opportunity—When enabled, SSRs can set the service request date of a product on an opportunity. When disabled, the service request date options for the product are not editable and the service request date is set to immediate for new products.
   • Set billing date for a product in an opportunity—When enabled, Sales Support users can set the billing date of a product and its add-ons on an opportunity. When disabled, the billing date options for the product and its add-ons are not editable and the billing start date is the same as the service activation for new products.
   • Bulk operations—Allow resellers to upload files in order to create customers and orders in bulk. After this setting is enabled, the Notification Options dialog opens. Click the Users will be invited to access their accounts checkbox to send an email that invites Resellers to access their accounts, then click Save. For more information about migrating user and order records, see Migrate data.
   • Create quote—Resellers can save an order as a quote during the assisted purchase flow. Then, they can return to the order (at Manage > Reseller > Deal Management | Quotes) to edit it (if required) and complete it.
   • Request wholesale price—Resellers can request a discount for an order that only affects the marketplace’s share. The Reseller can click Request Custom Price on the Create Order page during the assisted purchase flow. A quote appears on the Manage Quotes page (at Manage > Reseller > Deal Management | Quotes) after the customer requests a custom price. The request is sent to the Reseller Manager for review and the Reseller Manager can mark up or mark down the wholesale price.
   • View hidden editions—When enabled, Resellers can see and purchase hidden editions when purchasing for themselves in a self-serve checkout flow. When disabled, Resellers can see and purchase hidden editions only in the assisted sales checkout flow.
   • Set legal terms—When enabled, Resellers can add their own terms and conditions to assisted sale purchases that are performed off-platform.
   • Update subscription while having unpaid invoices—Resellers can update subscriptions for end users who have unpaid invoices if the oldest unpaid invoice is within the grace period.
   • Set retail price—Resellers can mark up or discount (mark down) a price for products in their marketplace. This setting and the Request Retail Price Permission in the Users table must be enabled for Resellers and customers to negotiate prices.
   • Create customer companies—Resellers can create customer companies. When enabled, you can configure the following additional options for Resellers and Reseller Managers:
     • Resellers must create leads to be approved as companies—Requires Resellers to first create a lead before creating a company. The lead is associated with the newly created company, then Reseller Managers can approve or deny the company creation.
     • Reseller Managers can decide on a per-Reseller basis if they can create companies—Reseller Managers must decide whether Resellers can create companies on a per-reseller company basis.
   • Join company—Resellers can join a user’s company to have access to sell to the members of that company (at Manage > Reseller > Reseller | Users > {userName} > Manage User > Join Company).
   • Manage App Assignments—Resellers can assign users to and unassign users from subscriptions to applications.
   • Delayed provisioning—Resellers can set a future date for provisioning subscription changes, upgrades, and downgrades at Manage > Reseller > Billing | Quotes > {Quote ID} > Scheduled Provisioning Date. Delayed provisioning requires that the Create Quote setting must also be enabled.
   • Disable user—Resellers can disable user accounts to prevent access to the marketplace ( at Manage > Reseller > Reseller | Users > {userName} > Manage User > Disable account).
   • Cancel subscription—Resellers can cancel a subscription on behalf of the customer in the order’s details dialog at Manage > Reseller > Dashboard > Billing | Orders > {orderID}.
   • Edit the company details on behalf of customers—Resellers can view and edit company information on the customer’s behalf in the Company details page. This allows resellers to better serve their customers by having the latest information available for each company.
   • Disable company—Resellers can disable all members of a customer company to prevent access to the marketplace (at Manage > Reseller > Reseller | Companies > {companyName} > Manage Company > Disable Company).
   • Bypass contract restrictions—Resellers can bypass mid-contract subscription change restrictions when plans allow for it.For moreinformation, see Bypass mid-contract subscription change restrictions.
   • Start assisted sales for all users—Resellers can start assisted sales for all users in a company. When disabled, Resellers can only start assisted sales for Company and Billing Administrators.
     There is also a Start assisted sales for all users role setting for Sales Support users. For more information, see Configure Sales Support role permissions.
     While the Start assisted sales for all users settings determine for whom SSRs and Resellers can complete assisted sales, there are Purchase behavior settings that determine who can make checkout purchases themselves. Consider all these settings when you configure them. For more information, see the Purchase behavior section in Configure purchase restrictions.
   • Complete assisted sale—When enabled, Resellers do not need customer approval to complete an assisted purchase. After this setting is enabled, the Additional Approval Options dialog opens. Select one of the following approval options, then click Save:
     • Not required—Confirms that the Reseller does not need approval to complete the sale. During the assisted purchase flow, the checkbox under the Already Received Approval heading does not appear and the Reseller can continue with the purchase.
     • Optional—Resellers can choose whether or not customer approval is required during the assisted purchase.
       When Complete assisted sale is disabled, Resellers cannot complete assisted sales and will always require approval to complete these purchases.
   • Access APIs—Resellers can access AppDirect APIs, generate API keys, and configure access for API clients. When enabled, a new menu option appears that allows Resellers to configure the API key. Resellers can see the menu option at Manage > Reseller > Settings > Integration > API Clients.
   • Set custom prices for opportunities—This setting applies when AppDirect has enabled Opportunities. When you enable this setting, SSRs can customize the sales prices on opportunities on the opportunity details page at Manage > Reseller > Home | Opportunities > Opportunity ID.
   • Create custom contracts for opportunities—Allow Resellers to customize product contract terms, and add custom contract terms for products without contract terms, for opportunities.
   • Finalize opportunities—This setting applies when AppDirect has enabled Opportunities. When you enable this setting, Resellers can finalize opportunities or submit them from the opportunity details page at Manage > Reseller > Home | Opportunities > Opportunity ID to Marketplace Managers and Reseller Managers who can edit and finalize them.
     When this setting is disabled (the default setting), SSRs are required to submit opportunities to Marketplace Managers and Reseller Managers who can edit and finalize them.
   • Document Builder—Allow Resellers to configure document templates that the platform uses to generate PDF documents such as invoices.
   • Payment methods—After AppDirect enables the prerequisite settings for this feature and you enable this setting, Resellers can view, add, and replace customer payment methods, such as credit cards and bank accounts, from all payment method management locations in the user interface (UI). For example, the company details page when company-level billing is enabled and the user details page, opportunity details page and change subscription checkout workflow when company-level billing is disabled. The last payment method that users select or add from any location in the UI becomes the customer's default payment method for all future transactions. For example: assisted sales, self-serve checkout purchases, upgrades, and recurring subscription invoices.
3. Click Save Settings. The permissions are updated for all users assigned this user role.