Roles and Permissions

View: If the check box associated with View is selected, the Partner or Account Admin can view the Roles and Permissions feature. User with a role that has View permission only, can view the list of roles and permissions that make each role, but cannot perform actions such as add, delete, or assign. If you clear the check box associated with View, the Partner or an Account Admin is restricted from having access to the Roles and Permissions feature. A role must have the View permission in order to use the functionalities of Add, Edit, Assign, or Delete permissions.

Add: For the Partner role, if the check box associated with Add is selected, the Partner can add a new role and duplicate an existing role. If the check box associated with Add is cleared, the Partner is restricted from creating a new role and from duplicating an existing role. The Add permission is not applicable for the Account Admin role.

Edit: If the check box associated with Edit is selected, the Partner can edit an existing role and assign or unassign the role from an account. If the check box associated with Edit, is cleared the Partner is restricted from editing an existing role and assigning the role to or unassigning the role from an account. The Edit permission is not applicable for the Account Admin role.

Assign: If the check box associated with Assign is selected, the Partner or Account Admin can assign or change a user's role. If the check box associated with Assign is cleared a Partner or an Account Admin is restricted from assigning and changing a user's role.

Delete: For the Partner role, if the check box associated with Delete is selected, the Partner can delete an existing role. If the check box associated with Delete is cleared, the Partner is restricted from deleting an existing role. The Delete permissio is not applicable for an Account Admin role.