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Vendor Platform
Settings

Roles/Permissions/User Labels

10min

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

Creating a Permissions Template

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

To create a new permissions template:

  • Navigate to "Settings" > "Permissions"
  • Click "Add new permissions template"
Add New Permissions Template Button
Add New Permissions Template Button


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
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.

You can add a new platform user by navigating to "Settings" > "Users" > "Add new User".

Add New Platform Users
Add New Platform Users


You will have the options to set permissions on the popup.

Setting User Permissions
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
Editing Permissions for Existing User


Apply Permissions Template to a Group of Platform Users

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

Assign Permissions Temlate to User Label
Assign Permissions Temlate to User Label




Updated 05 Sep 2023
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TABLE OF CONTENTS
Creating a Permissions Template
Setting Permissions for a New User
Applying Permissions to an Existing Platform User
For an Individual Platform User
Apply Permissions Template to a Group of Platform Users
Docs powered by
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