Standard Permissions & Functionality by Role – AgVend

Primary Audience: All Internal Users

User roles determine which areas of the Team Hub an Internal User can access and what actions they can perform. This article explains the standard permissions available for Salesperson, Associate, Admin, Super Admin, and Marketer roles.

Understanding role permissions helps your team answer user questions more efficiently and route requests to the appropriate person when additional access is required.

Role	Typical User
Salesperson	Customer-facing team members managing assigned accounts
Associate	Team members supporting multiple customers within assigned locations
Admin	Managers and operational staff who manage users and settings
Super Admin	Organization-wide administrators with elevated permissions
Marketer	Users focused on marketing communications and campaigns

Access throughout the platform may be limited by assigned clients, assigned locations, or all company locations depending on the user's role.

Standard Permissions & Functionality by Role
Feature Set	Salesperson	Associate	Admin	Super Admin	Marketer
Clients Quotes Orders	Assigned clients only within assigned locations Can assign tags Can add Account IDs	All clients within assigned locations Can assign tags Can assign Account IDs	All clients within assigned locations Access to Manage Tags tab in CRM Can edit assigned salesperson on client accounts; including bulk assigning salespeople Can edit contact information before client validates account	All clients within all locations Access to Manage Tags tab in CRM Additional edit permissions in User profiles Can check the 'Show as client' box on Internal User accounts Can edit assigned salesperson on client accounts; including bulk assigning salespeople Can edit contact information on ALL client accounts, regardless of account status	No access
Business Intelligence	Can access reports and goals created for their visibility		Can see Summary page Can access reports and goals Can create/edit reports and goals with additional permission enabled.		No access
Marketing	Do not see Marketing package		Can see Marketing package Can create and send all communications		Can see marketing package Can create and send all communications
Admin page	Do not see Admin page		Can see Admin page Has access to see and edit User profiles prior to account activation	Can see Admin page Has access to see and edit User profiles, regardless of account status. Can add new internal users to the portal Can mark an internal user as "Show as Client".	No access
Inbox	Can send messages to internal users and assigned clients Access Internal Resources depending on folder visibility	Can send messages to internal users and assigned clients Access Internal Resources depending on folder visibility	Can access Inbox and send messages to internal users and clients at assigned locations. Can access Internal Resources depending on set visibility Can manage Internal Resource folders Can add Internal Resources	Can access Inbox and send messages to internal users and all clients. Can access Internal Resources depending on set visibility Can manage Internal Resource folders Can add Internal Resources	No access

To view your current role, ask an Admin to open your User Profile and review the User Information section under the Account tab.

Editing a User's Role

To edit a User's role within the Team Hub, Admins and Super Admins may do the following:

Select a User from the Admin tab.
Select Edit User Info.
Use the Role dropdown menu to adjust the User's role.
- Contact a Super Admin within your organization if you need to be assigned the role of Super Admin.

Note: Some organizations may also use Custom Roles with permissions tailored to their business needs. Custom Roles may differ from the standard permissions outlined in this article.

For information about creating Custom Roles, see:

Customize Roles & Permissions for your Team

If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.