Assigning Roles and Permissions

Table of Contents

Introduction

Overview of Company Roles

Assigning Company Roles

Tips and Best Practices

Troubleshooting

FAQs

Takeaways

Introduction

This article will guide you through the process of assigning roles and permissions within the AppDirect Procurement Platform. Understanding and assigning the appropriate roles is crucial for ensuring that your marketplace operates successfully. Roles are associated with distinct levels of access and authority to perform various tasks.

Overview of Company Roles

As a Company Admin, you can assign the following marketplace roles to your users:

Company Admin: Manages other users, orders products, and configures rules for the company's marketplace operations. This role includes Billing Admin permissions by default.

Billing Admin: Manages the financial relationship of the company with the marketplace.

User: Can buy and manage their own products. This permission can be turned off.

Advisor: For Advisor companies only; advisors can view, access, and make purchases on behalf of customer.

Assigning Company Roles

Steps for Assigning Company Roles:

1. Log In: Log in to the AppDirect platform as a Company Admin.

2. Navigate to User Management: Go to Manage > Account > Users > Manage Users | Roles.

3. Manage Roles Page: The Manage Roles page will display a list of all users and available roles.

4. Select User: Locate and select the user whose roles you want to change. You can use the search functionality or filters to find a specific user.

5. Assign Roles: Scroll through the list of roles and select or clear roles as required. Note that some roles might have checkmarks that you cannot clear due to automatic role inclusions.

6. Save Changes: Click Save Changes to update the user's roles.

Tips and Best Practices

Regularly review user roles and permissions to ensure they align with current job responsibilities and organizational requirements.

Use the role mapping feature to streamline the role assignment process between the AppDirect platform and external identity providers.

Troubleshooting

If you encounter issues while assigning roles, consult the AppDirect support documentation or reach out to your advisor for assistance.

Ensure that role changes are saved and reflected accurately to avoid any discrepancies in user access levels.

FAQs

Q: How do I assign roles to new users?

A: Navigate to the user management section, select the user, and assign the appropriate roles using the Manage Roles interface.

Q: Can I assign multiple roles to a user?

 A: Yes, you can assign multiple roles to a user if their responsibilities require access to additional functionalities.

Takeaways

Assigning the correct roles to users within the AppDirect platform is essential for managing your marketplace efficiently. By following the steps outlined above, you can ensure that users have the appropriate access and permissions to perform their tasks effectively.