| User Role | Description |
|---|---|
| Reseller Admin (Service Provider) | The Reseller Admin is a user role that represents the Reseller (Service Provider) organization.A user with this role can do the following: - View and update account settings - View and update organization profile - Add and deactivate team members of the organization - Discover Merchants and view organization profiles and products - Send partnership requests - View partnerships - Add data and upload documents to partnerships - Cancel partnerships Note: To cancel a partnership, the partnership can’t have any active agreements or subscriptions. - Create and manage agreements - Submit agreements to Merchants for approval Note: Only products from certified Merchants can be resold. - Cancel agreements Note: You can cancel an agreement if it doesn’t have any active subscriptions. - Republish active agreements Note: Republishing is only available for Resellers (Service Providers) that are using an external catalog integration and have registered to receive the Publish Product Specification webhook event. - Download reports Note: You must configure your SFTP settings and register for reports before you can download reports. - Manage webhooks - Generate and manage an API key to connect to the Partner Ecosystem Management APIs - Manage allowlisted customer attribute names - Manage gateway adapter endpoints - Manage health check endpoints - Manage activation reminder schedules for customers - Configure a warning and final reminder for customers - Automatically cancel unactivated subscriptions after a specified number of days from the provisioning date - Manage default upgrade, downgrade, and cancellation behavior - Automatically shorten product redemption URLs and tokens - Enable or turn off the eligibility service - Configure data compliance settings - Configure SFTP settings |
| Merchant Admin | The Merchant Admin is a user role that represents the Merchant organization. A user with this role can do the following: - View and update account settings - View and update organization profile - Add and deactivate team members of the organization - Create and manage products and product groups - Upload product documentation - Approve or reject partnership requests from Resellers - View partnerships and any data Resellers (Service Providers) have added to the partnerships - Upload documents to partnerships - Cancel partnerships Note: To cancel a partnership, the partnership can’t have any active agreements or subscriptions. - Approve or reject agreement proposals from Resellers they are partnered with Note: Only certified Merchants can have their products resold by Resellers. - View agreements - Cancel agreements Note: You can cancel an agreement if it doesn’t have any active subscriptions. - Download reports Note: You must configure your SFTP settings and register for reports before you can download reports. - Manage webhooks - Generate and manage API keys to connect to the Partner Ecosystem Management APIs - Manage activation redemption settings for products - Show Resellers if you support the ability for Resellers to pause and resume product entitlements - Add health check endpoints - Configure SFTP settings - Create Reconciliation schedules - Reconcile data Note: You must configure your SFTP settings and create a Reconciliation schedule before you can reconcile data. |
| Read Only | The Read Only role allows the user to view content in Partner Ecosystem Management but not create, edit, or delete it.A user with this role can do the following: - View and update account settings - View organization profile - View team members of the organization - View Merchants’ organization profiles and products in the Discover space - View partnerships - View data and documents uploaded to partnerships - View agreements - Download and view reports that another team member has registered for - View Platform Settings, including webhooks, allowlisted customer attribute names, gateway adapter endpoints, and activation reminder schedules |
| Parent topic:Organization Management |
User Roles and Abilities
The following user roles are available in Partner Ecosystem Management:
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