Admin
The Admin vendor role has access to all permission across the PartnerPage dashboard including the ability to change the permission level of other team members. The admin can manage all aspects of Service and Technology Partner profiles as well as manage the directory customizations available in the dashboard (branding and labels, layout, etc). The admin also has the permission to manage matchmaking requests, marketplace, and account specific settings for billing.
Manager
The manager role has similar permission as the Admin with a few exceptions. The manager is not able to manage billing and only has the ability to invite team members (they are not able to change their own role). The manager also has access to manage marketplace and matchmaking requests with the exception of making ‘net new’ updates – for example creating a new budget in the marketplace. The manager does not have access to customize the directory, but does have the ability to make changes to Service and Technology partner profiles again with the exception of ‘new’ updates – for example creating a new tier.
Member
The member role has limited permission for what can be changed within the dashboard and is aligned closely with a ‘read only’ role with the exception of internal matchmaking. . The member role is able to view and submit internal matchmaking requests. The member role allows users to view Service and Technology partner profiles, but they are not able to make any changes. They cannot make changes to directory customizations or manage other team member’s account.