Modify user roles

Marketplace Managers can modify the user roles that determine each user's access to marketplace functionality.

To modify a user's roles

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1. Go to Manage > Marketplace > Dashboard > HOME | Users > user name. The user's details page opens.
2. Click the Settings tab. The Roles table appears and lists the current user's role settings. Depending on the Company Access settings (configured on the Settings tab of the company's details page) assigned to this user's company, the following headings and associated role checkboxes can appear in the user's Roles table:
   • Company—Always displayed.
   • Products—Displayed when the Developer Access option is selected on this user's company's details page.
   • Reseller—Displayed when either the Referral Access or Reseller Access option is selected on this user's company's details page (companies and their user's can be assigned Referral Access or Reseller Access, but not both).
   • Marketplace—Displayed when the Marketplace Access option is selected on this user's company's details page.
3. Select or clear one or more of the following checkboxes to modify the selected user's permissions:
   • Billing Administrator—Manages the company's financial relationship with a marketplace. Users with this role have confidential access to the company's billing information, and can manage billing on behalf of the company for any product contract that any of the company’s associated end users have ordered.
   • Company Administrator—Typically the person who establishes a company's overall relationship with your marketplace. This user can invite the company's staff to join your marketplace as end users. The Company Administrator is also automatically assigned the Billing Administrator role.
   • 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 events.
   • Reseller—Can view, access and make purchases on behalf of marketplace customers they manage.
   • Referral—Can submit leads to Resellers and view their status as they move through the sales cycle.
   • Product Support—Has full access to edit any product's details at any time. Users with this role help Developers during development and integration of their products. They can also manage the product catalog for one marketplace.
   • Reports Marketplace Manager—Can view all Marketplace Manager reports. Users with this role are limited to only viewing Marketplace Manager reports and cannot change any marketplace settings.
   • Sales Support—Creates registered companies on a marketplace and invites their first user to register and activate an associated user account. They can also buy products and bundles on behalf of any other user.
   • Customer Support—Creates registered companies on a marketplace and invites their first user to register and activate an associated user account. They can also administer user account settings for all registered users on a marketplace.
   • Reseller Manager—Can view, create and manage Resellers and their associations to orders and companies.

Related Topics

• Roles and company access