The following roles (levels of access) can be granted to account contacts:

  • Owner: Full rights and receives all notifications
  • Operator: Ability to create/view/edit accounts
  • Billing Admin: Access to billing/reporting functions only and receives billing notifications
  • Customization Admin: Ability to customize the Partner Portal
  • Sales Materials: Access to Sales Portal that includes Marketing and Sales information, but doesn't include administrative functions unless other roles are assigned
  • Sales: Access to certification and quotes creation without the possibility to create or access customer accounts.
  • University: Access to the educational part of Portal: certification, Knowledge Base, and sales materials. No access to any other Portal features.

 

The table below defines available user roles, key Partner Portal operations, and the specific permissions on those operations by the roles:

Important: Sales Materials and API roles are currently not used in the EMEA region.

Owner

Operator

Billing

Customization

Sales Materials

Sales

University

API

Quote

Create a new customer account

Access existing customer accounts

Add/Remove services within customer accounts

Delete customer account

Add additional partner administrators

Customize partner portal

Access and modify partner billing information

Access balance

Receive billing notifications

Receive service status notifications

Change Plan

View Buy Pricing

Modify default Sell Pricing

Access University

Access KB

Access QoS

Access Event Log

Access Reports

Change Account State

Access Sales Materials

N/A

N/A

N/A

N/A

N/A

Public API Access