Roles/Permissions/User Labels

You can set custom permissions for platform users.

Admin users have all permissions by default.

The options available are:

• Product Read/Manage/None

• Orders Read/Manage/None

• Licenses Read/Manage/None

• Customers Read/Manage/None

• Analytics Read/None

• Settings Read/Manage/None

• Billing Read/Manage/None

• Platform users Read/Manage/None

• Read access to Settings allows a user to view API keys.

• Write access to Settings allows a user to create webhooks.

Creating a Permissions Template

Creating a permissions template allows you to easily set permissions for a new or existing user or group of users.

1

Start

Navigate to "Settings" > "Permissions".

2

Add new template

Click "Add new permissions template".

Add New Permissions Template Button

3

Configure template

Give your new permissions template a name and set the access level you wish to grant to any user that you apply this template to, then click confirm when you're done.

Setting New Permissions

Modifying a permissions template will not affect permissions of any given user.

Setting Permissions for a New User

When adding a new user to the vendor platform, you can either assign them "Admin" privileges, or you can set permissions from any template already created in the account.

1

Open user creation

Navigate to "Settings" > "Users" > "Add new User".

Add New Platform Users

2

Set permissions

In the add-user popup you will have the options to set permissions or assign a permissions template.

Setting User Permissions

Applying Permissions to an Existing Platform User

For an Individual Platform User

Navigate to the platform user detail view. From this screen, you can:

• Toggle whether this user is an administrator for the account

• Edit individual permission settings (if they are not admin)

• Apply permissions from an existing template (if they are not admin)

Editing Permissions for Existing User

Apply Permissions Template to a Group of Platform Users

You can apply a permissions template to all platform users that have a certain label.

Assign Permissions Temlate to User Label