Integrations & Apps
View: If the check box associated with View is selected, the Partner or Account Admin can access the details of integrations for an account. If you clear the checkbox associated with View, the Partner or Account Admin is restricted from accessing the details of integrations for an account. Without the View permission, the Integrations panel will not be displayed in the Accounts edit page or under the Integrations and Apps menu. A role must have the View permission in order to add, edit, or delete an integration in an account.
- Add: If the check box associated with Add is selected, the Partner or Account Admin can add a new integration to an account and configure the integration setup. The Privileges toggle button and the Add New buttons are also enabled if the check box associated with Add is selected. If you clear the check box associated with Add, the Partner or Account Admin is restricted from adding and configuring new or existing integrations for an account. The Privileges toggle button and the Add New buttons are disabled if the check box associated with Add is cleared.Note: Without Add or Edit permission users with this role cannot configure any existing integrations or access the integration privileges.
- Edit: If the check box associated with Edit permission is selected, the Partner or Account Admin can change the integration configuration. If the check box associated with Edit permission is cleared, the Partner or Account Admins is restricted from changing integration configuration and editing the configuration in an account.Note: Without Add or Edit permission users with this role cannot configure any existing integrations or access the integration privileges.
Assign: The Assign permission is not applicable for the Partner and Account Admin role.
Delete: If the check box associated with Delete is selected, the Partner or Account Admin can delete integrations from a customer account. If the Partner and Account Admin has both Add and Delete permissions, the Partner and Account Admin can add and delete integrations from the integrations catalogue.If you clear the check box associated with Delete, the Partner and Account Admin are restricted from deleting an integration from a customer account.