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Users' roles and permissions

Updated

As an account manager, you must set the correct role for each teammate.

We created an easy guide to help you understand which role is relevant to each.

  • You can grant multiple roles to each user.

You can read more about how creating new users here 

Tabs available

 

Pricing setting manager

Pricing setting editor

pricing Settings viewer

Price manager

Price editor

Account manager

Team manager

Recommendation

v

v

v

v

v

v

 

Reports

v

v

v

v

v

v

 

Promotions

v

v

v

 

 

v

 

Pricing settings

v

v

v

 

 

v

 

Audit logs

v

v

v

v

v

v

 

Users

 

 

 

 

 

v

v

 

Edit options

 

Pricing setting manager

Pricing setting editor

pricing Settings viewer

Price manager

Price editor

Account manager

Team manager

Manual edits

 

 

 

v

Pending approval

v

 

Accept recommendations

 

 

 

v

 

v

 

Promotions

v

Pending approval

 

 

 

v

 

Edit groups and strategies

v

Pending approval

 

 

 

v

 

Users permissions

 

 

 

 

 

v

Can manage users within its scope

 

Approve changes

 

Pricing setting manager

Price manager

Account manager

Manual edits

 

v

v

Edit groups and strategies

v

 

v

 

We've created a special role for your IT team called "General Settings Manager." It has the same access level as "Price Editor" but with added access to Account settings for API credentials.

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