Setting Permissions for Provider Staff Members
By default, five Roles are available for Provider staff members, but Provider can change any of default roles, delete or add roles:
- Super-Administrator - not customizable role, it provides the full access to Control Center and is shown only when you associate users with Provider account.
- Operations Administrator
- Sales and marketing
- Channel Manager
- Accountant.
To set permissions for a role:
- Click on a role name.
- Edit a role settings:
- You can change a role title in the Name field.
- Add some additional information about a role into the Description field.
- The permissions settings scheme follows the left menu of the Control Center. To grant access to a Director or a Manager, or a tool under Manager, check the box next to its name, to deny access - clear the box. Please note that checking the box next to a Director or Manager name automatically grants access to all the tools under this Director or Manager. Please open all the menu and check how permissions are set for each tool.
- To bring a role back to the default settings, the Reset button at a role screen is provided.
- To manage security categories that are hardly specified by Parallels Business Automation - Standard components selection, for example, such as credit cards or bank accounts private data that can be viewed in different Parallels Business Automation - Standard components, or restrict access to some information, for example make some screens read-only for a user, the additional settings are offered:
View payment method private information - to allow viewing credit cards and bank accounts private data for a person that has this role assigned, check the box next to the permission name. To deny viewing this data, clear this box.
Manage company profile - to make the provider or reseller company profile the read-only for the role, clear the box next to this security category. To allow editing company profile, check this box. The company profile is available by clicking on a provider or reseller company name in the namespace tree.
- To save changes, click the Save button.
To add a new role for Provider staff:
- On the Provider Permissions screen, click the New Role button.
- Enter a role settings (name and per\missions) as this described above.
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