Associate a Role with a User
The table describes the types of roles that are available in the application and the actions associated with each role.|
Role |
Description |
|
ReadonlyUser |
can view reports and other data but cannot add, edit, or delete accounts |
|
BasicUser |
cannot add, delete, or configure accounts |
|
BasicPlusUser |
can delete and configure all accounts except MAV accounts |
|
User |
can add, delete, and configure accounts |
|
Administrator |
can add, delete, configure, and access all accounts and edit the user |
|
PartnerSysAdmin |
can add, delete, configure, and access all accounts and edit the user |
|
SysAdmin |
can access all partners and perform every action on any account |
With the PartnerSysAdmin role, you can access all partners and perform limited actions in their accounts.
Unless you are a customer who is a master partner (also known as Level 1 access), a child partner (also known as Level 2 access), or a PartnerSys Admin, you will not have automatic access to this role. If your organization requires this role, contact
support to enable it.
Comparison of BasicUser and User Roles
Since the roles of basic user and user are similar, this table identifies what actions you can and cannot do in each role.
|
Role |
Can: |
Cannot: |
|
Basic User |
|
|
|
User |
|
|
