Standard Permissions & Functionality by Role

This resource provides an overview of standard functionality and permissions associated with each role within the Platform.

 

Primary Audience: All Internal Users

Gaining an understanding of functionality and permissions by role will improve efficiency in answering questions or escalating tasks to the appropriate person(s) within your organization.

 

 

To view your current User role in the Team Hub, have an Admin navigate to your User Information page found under the Account tab of your User profile.

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

1. Select a User from the Admin tab

2. Select “Edit User Info”

3. Use the “Role” drop down menu to adjust the User’s Role

   1. Contact your Partnership Manager or the Partner Enablement team [[e-mail]] if you need to be assigned the role of Super Admin or given Business Intel edit access.

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If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at [e-mail] or at 512-812-9399.