Roles and company access

There are two levels of permissions within the AppDirect marketplace: company access and user roles. When a user is assigned to a company, an association is created which is represented by a membership.

Each user must be assigned the following:

Role—A user can have multiple roles. Most roles are associated with the company membership and determine the user's permissions in each company. It is possible for users to be members of different companies and have different roles in each (Marketplace Manager in one, Developer in another, and so on), even if the companies are in the same marketplace.

Company—Every marketplace user must be a member of at least one company. Therefore, it is not possible to create users themselves without any company information.

Company membership—Company memberships represent the link between users and companies on the AppDirect platform and also provide the context under which user actions are performed and authorized. All users and companies must have at least one membership associated with them.

Company permissions determine access to the marketplace. Role permissions determine what actions a user can take in the marketplace. For example, users with the Marketplace Manager role can access a variety of management functions, accessible in the user interface in the Manage drop-down menu under Marketplace.

⛔ Caution: In some cases, it is not recommended to combine certain user roles for the same company. Refer to the tables in this topic to view the incompatible roles.

Company access details

When you create a company, you automatically create the company’s first associated user account. By default, this first user is assigned the Company Administrator role. Typically, Company Administrators then invite their coworkers to join their company and create individual user accounts.

📝 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.

Company access	Description	Roles available to company	Permissions	Incompatible access types
Marketplace	The company that owns the marketplace.	Marketplace Manager Product Support Customer Support Sales Support Reseller Manager Reports Marketplace Manager	A company with this type of access has administrative rights. Members of this company can access the features located in the marketplace at Manage > Marketplace. When the company has this type of access, the Customer Support option appears in the Default User Role. See Invite users to companies.	Reseller Referral
Developer	Third-party company that lists products in the marketplace owner's marketplace.	Developer	Members of this company type can create, integrate, and submit products to the marketplace owner's catalog. 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, the Developer option appears in the Default User Role area.A	None
Reseller	Third-party company that sells products listed in the marketplace owner's catalog.	Reseller	(Not available on all marketplaces.) Members of this company type 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.	Marketplace Manager Referral user A company cannot have both a referral and marketplace access type because they do not have the same access to data and capabilities. Marketplace Manager have access to the marketplace while resellers have just a subset of the marketplace functionality.
Referral	Third-party company that submits leads to the marketplace catalog owner.	Referral user	(Not available on all marketplaces.) Members of this company type can access the features located in the Reseller portal at Manage > Reseller. Companies can only be assigned Reseller Access or Referral Access, not both.	Marketplace Manager Reseller A company cannot have both a reseller and marketplace access type because they do not have the same access to data and capabilities. Marketplace Manager have access to the marketplace while resellers have just a subset of the marketplace functionality.
Account (Company)	The default company type for all marketplaces.	Billing Admin User	Members of this company type can access the features located in the Account center at Manage > Account.	None

Role details

Roles	Descriptions	Capabilities	Incompatible roles
Company access (default)
User	Sometimes referred to as end customers or end users, these users can access their marketplace products, put in requests to have a purchases made on their behalf, be assigned applications by an administrator, and access applications from the MyApps page. The minimum permission set to all users in the platform. All users have this role and it cannot be removed.	Can be assigned applications Can access assigned applications through the via MyApps page Can access the marketplace to browse for and purchase products. This user can also be assigned and use products owned by his or her company	None
Billing Administrator	These users manage a company's financial relationship with a marketplace. This type of user has confidential access to their company's billing information, and can take over billing on behalf of that company for any product contract that any of the company’s associated users ordered. Users are automatically given then Billing Admin role when assigned the Company Admin role. It is not possible for user to have Company Admin but not have Billing Admin. Does not have access to user data.	Can make payments on behalf of the company Can manage subscriptions	None
Company Administrator	Person from a given company who establishes its overall relationship with a marketplace. Users are automatically given then Billing Admin role when assigned the Company Admin role. It is not possible for user to have Company Admin but not have Billing Admin.	Can create and manage users Can buy products and assign them to users Can edit company data Can invite the company's staff to join the marketplace	None
Marketplace access
Marketplace Manager	These users manage users, companies, and products on a marketplace. Marketplace Managers have permission to manage all features on the marketplace and have access to all marketplace data.	Can manage the marketplace catalog, customers, and billing	Reseller Referral user
Product Support	These users manage the product catalog for the marketplace. They can edit any product's details from the product dashboard or profile. They can also assist Developers during product integration.	Can edit products Can help vendors develop and integrate their products Can manage products for one marketplace	Reseller Referral user
Customer Support	These users create companies on a marketplace, and invite a company's first user to register and activate an associated user account. They can also administer user account settings for all registered users on the marketplace.	Can create companies Can invite users Can cancel subscriptions Can manage account settings for users	Reseller Referral user
Sales Support	These users create registered companies on the marketplace, and invite a company's first user to register and activate an associated user account. They can also buy products and bundles on behalf of any other user.	Can create companies Can invite the first user to the company Can buy products and bundles on any user's behalf	Reseller Referral user
Reseller Manager	These users manage multiple resellers or referral users who interact only with reseller or referral companies.	Can create new Reseller or Referral company Can control the partner catalogs Can set wholesale prices and margins for partners Can manage the distribution of leads created by partners Can manage reconciliation, collections, and payouts for Resellers	Reseller Referral user
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.	Can view Marketplace Manager reports.	Reseller Referral user
Developer access
Developer	These users sell products through the marketplace. Developers create products in the staging catalog and submit them for publication. From there they can track sales on the platform, and make updates to the application.	Can create and edit products Can accept or decline marketplace requests to offer their products Has authenticated access to their own company's products and API integration events Can populate their own product profiles, subject to management by their Marketplace Manager In some cases, can see and edit their own bills, customers, and payouts Can create products, then request to have products published. These users have access to their company's own products and API integration settings	None
Reseller access
Reseller	These users create leads on a marketplace, and convert assigned leads into customers. They can also buy products and bundles on behalf of their associated customer companies. A Reseller is typically an independent partner who is not officially part of the company's organization.	Can create companies and invite the first user. The companies and users are linked to the Reseller Can buy products and bundles available in their assigned catalog for any linked company Can administer user account settings Can manage linked orders Can sell 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	Marketplace Manager Sales Support Reseller Manager Customer Support Product Support
Referral access
Referral	Third parties who want to create and refer leads for products available in the product catalog.	Can create leads to submit to Reseller Manager Can see the status of the leads that they submitted	Marketplace Manager Sales Support Reseller Manager Customer Support Product Support

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