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Permissions: What does each permission do?

You may need to restrict a Partner Center admin's or salesperson's access to accounts or features—for example, to limit the list of actions, keep client information private, or simplify the experience.

Accessing the permissions screen​

  1. Go to Partner Center → Administration → My Team and find the user.
  2. Click ⋮ → Edit member. To see the full list of permissions, the user must be an admin. If the admin box is checked, click Show more permissions to see all editable permissions.

Edit member permissions screen

Admin permissions​

Admin permissions control what an admin can see and do in Partner Center—from Automations and Marketplace to accounts, billing, and team management.

Can view and edit Automations​

  • Off – The Automations tab is hidden in the left-hand navigation.
  • On – The Automations tab is shown; the admin can view, manage, and edit all automations.

Access to Dashboard​

When on, the admin has access to Home and Reports in Partner Center navigation. Further report access is controlled by other admin permissions.

Access to company billing reports​

  • On – Access to My Billing, Financial documents, Reports, My Plan, and Billing pricing.
  • Off – No access to those areas.

Able to customize the platform​

  • Off – No access to the Customize link under Partner Center → Administration.
  • On – Full access to Customize and everything under it.

Can view and edit company profile​

  • Off – No access to the Company Profile link under Partner Center → Administration.
  • On – Full access to Company Profile and everything under it.

Can access Marketplace​

  • Off – Marketplace tab is hidden; wholesale pricing is removed from orders.
  • On – Marketplace tab is shown; admin can access Discover Products, Products, Packages, Manage Store, and Open Vendor Center. Wholesale pricing is visible on orders.

Can manage accounts and users​

  • Off – Users and Accounts under the Businesses tab are hidden.
  • On – Users and Accounts are shown.

Can manage Marketing​

  • Off – Marketing tab is hidden.
  • On – Marketing tab is shown.

Can manage Sales​

Legacy permission; will be retired.

Can manage Task Manager​

  • Off – Tasks tab is hidden.
  • On – Tasks tab is shown; admin can access Task Manager.

Can manage groups​

Allows the admin to create and see multi-location groups.

Can create and manage admins​

  • Off – No access to the My Team link under Partner Center → Administration.
  • On – Full access to My Team and everything under it.

Can manage orders​

  • Off – Admin can view orders and has the same order abilities as a salesperson (create and submit orders) but cannot approve or activate orders, unless system configuration allows it via accept-payment workflows.
  • On – Admin can approve, decline, and activate orders and fully manage them, including charging orders in markets they can access (including all markets when their user access is configured for all-market coverage).

Can manage retail billing​

When using Vendasta Payments, this permission allows the admin to:

  • Create an invoice from a Sales Order or from Commerce → Invoices
  • Set retail pricing under Marketplace → Products → Product info
  • Access Subscriptions, Invoices, Payments, Payouts, credit notes, default billing settings, and tax rates

Premium Reports​

A dropdown that controls a team member's access to Premium Reports:

  • No access to reports – Cannot open Premium Reports.
  • View all unrestricted reports – Can open any report shared with the whole team. Cannot change who has access.
  • Manage permissions for all unrestricted reports – Can open any report shared with the whole team, and can change its per-report sharing settings.

Reports can also be restricted to specific people on a per-report basis. See Premium Reports access controls for the full guide.

Salesperson permissions​

Salesperson permissions control access to Proposals, Inbox, Leaderboard, Pricing, Opportunities, and Orders—so you can limit what a team member sees or simplify their experience.

Can access Proposals​

  • Off – Proposals tab is hidden.
  • On – Proposals tab is shown; the salesperson can view, manage, and edit all proposals.

Can access Inbox​

  • Off – Inbox is hidden across the platform (navigation, contact and company profile page).
  • On – Inbox is available; the salesperson can view and interact with all inbox conversations.

Can access Leaderboard​

  • Off – Leaderboard tab is hidden.
  • On – Leaderboard tab is shown; the salesperson can view the Leaderboard.

Can access Pricing​

  • Off – Pricing tab is hidden.
  • On – Pricing tab is shown; the salesperson can view retail pricing and product details.

Can manage Opportunities​

  • All opportunities – Salesperson can see all opportunities.
  • Opportunities assigned to the user – Salesperson only sees opportunities assigned to them.

Can manage Orders​

  • All orders – Salesperson can see all orders.
  • Orders assigned to the user – Salesperson only sees orders assigned to them.