Users

The following section describes how restricting permissions impacts the Users feature.
  • View: If the check box associated with View is selected, the Partner or Account Admin can view the users in a customer account and details of the users in an account. However, they will not be able to add, edit, or delete a user account. A role must have the View permission in order to add, edit or delete any user. If you clear the check box associated with View, for a Partner or an Account Admin role, the Partner or Account Admin is restricted from viewing the users for a customer account and will not have access to the users landing list.

  • Add: If the check box associated with Add is selected, the Partner or Account Admin can add new users individually or in bulk, send welcome emails, and have access to the Manage button in the Users list page. If you clear the check box associated with Add, for a Partner or an Account Admin role, the Partner or Account Admin is restricted from adding new users, and sending welcome emails, and will not have access to the Manage button in the Users list page.
    Note: The role must have Add or Edit permission to be able to send welcome emails and have access to the Manage button in the Users list page.
  • Edit: If the check box associated with Edit permission is selected, the Partner or Account Admin can edit any existing user account, reset passwords, change the existing license, and send welcome emails. If the check box associated with Edit permission is cleared for a Partner or an Account Admin role, the Partner or Account Admin is restricted from editing any existing user account, resetting passwords, making changes to the existing licenses, and from sending welcome emails.
    Note: The role must have Add or Edit permission to be able to send welcome emails and have access to the Manage button in the Users list page.
  • Assign: The Assign permission is not applicable for the Partner or Account Admin role.

  • Delete: If the check box associated with Delete is selected, the Partner or Account Admin can delete an existing user. If you clear the check box associated with Delete, the Partner or Account Admin is restricted from deleting a user.