How User Roles Work in the Partner Portal

Overview

In AppVentory Channels, user access is controlled through predefined roles, each designed to ensure users only have access to the areas and data relevant to their responsibilities. This article explains the four available roles, their access levels, and provides a detailed permissions matrix outlining what each role can view or manage across the platform.

Overview of Roles

Role	Description
Owner	Grants unrestricted access to all functionalities, including every page, dataset, and system settings.
Admin	Provides full access to all functionalities, with the exception of financial data.
Manager	Offers read-only access to most functionalities (excluding financial data and settings) and full access only to assigned data (e.g., assigned Deals or Referrals).
User	Provides read-only access to most functionalities (excluding financial data and settings).

Permissions Matrix

The table below details the access level for each role across the main sections of the AppVentory Channels Partner Portal

Page/ Area	Owner	Admin	Manager	User
1. Dashboard	Full Access	Full Access	Full access for all data except Financial data, including widgets	Read-only access for all dashboards for the ongoing month; no access to the Campaign dashboard
2. Referrals	Full Access	Full Access	Read-only for unassigned Deals; full access for assigned Referrals	No Access
3. Deals	Full Access	Full Access	Read-only for unassigned Deals; full access for assigned Deals	No Access
4. Rewards & Payouts	Full Access	Full Access	Full Access	No Access
5. Campaigns	Full Access	Full Access	Read-only for preview	No Access
6. Resources
- Assets	Full Access	Full Access	Limited Access for adding tags	No Access
- Co-Branding Assets	Full Access	Full Access	Limited access for downloading and editing existing co-branding assets	No Access
7. Profile Setup	Full Access	Full Access	Read-only for all sub-tabs; AppStack Directory tab hidden	Read-only for all sub-tabs; AppStack Directory tab hidden
8. My Providers (Partner Cards)	Full Access	Full Access	Full access for assigned; read-only for unassigned	No Access
- Invitations	Full Access	Full Access	Read-only	Read-only (cannot accept)
- Contracts	Full Access	Full Access	No Access	No Access
- My Integrations	Full Access	Full Access	No Access	No Access
- Offers	Full Access	Full Access	Read-only	No Access
9. Integrations	Full Access	Full Access	No Access	No Access
10. Settings
- My Account	Full Access	Full Access	Full Access	Full Access
- General	Full Access	Full Access	No Access	No Access
- Integration	Full Access	Full Access	No Access	No Access
- User & Roles	Full Access	Full Access	No Access	No Access
- Notifications	Full Access	Full Access	No Access	No Access
11. Subscriptions	Full Access	No Access	No Access	No Access

Key Notes

Indicates Limited or Conditional Access based on assignment or data visibility rules.
Indicates No Access to the pages or functionality
Owners and Admins have the most control over user management, portal, configuration, and integrations.
Managers are typically responsible for handling assigned partner data or campaign-related tasks, with limited permissions to modify system-wide settings.
Users are intended for view-only purposes, giving visibility into relevant business operations without modification rights.

Best Practices

Assign the Owner or Admin role only to trusted individuals who require complete visibility or control.
Use the Manager role for team leads or coordinators who need to manage specific partners, campaigns, or deals.
Assign the User role for team members who only need to view information and monitor progress without editing access.

If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.