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Provider Portal: Who Can Access What?
Overview
AppVentory Channels provides a structured role-based model to ensure that each user has the right level of visibility and control across the platform. Roles determine what a user can view, edit, manage, or configure across all partner, program, and operational modules. There are four primary roles available in the Provider Portal:
- Owner
- Admin
- Manager
- User
Each role progressively limits access, from unrestricted visibility and configuration rights (Owner) to basic read-only (User).
Role Definitions
Owner
The Owner role grants unrestricted access across the entire platform, including:
- All pages and features
- Full editing, configuration, and management capabilities
- Complete visibility into financial and non-financial data
- Full access to subscription and billing details
This role typically belongs to the account creator or business owner responsible for overall governance.
Admin
The Admin role provides full access to all functionalities, with the exception of subscription and financial billing pages. Admins can:
- Manage partners, programs, campaigns, and deals
- Access all analytics, insights, and performance reports
- Configure system-level and partnership-level features
- Manage assets, directories, and co-branded materials
This role is ideal for operational or channel managers who handle daily platform activities.
Manager
The Manager role offers a combination of restricted access and ownership-based access:
- Read-only rights for most platform areas
- No access to financial pages or platform-level settings
- Full access only to partners, referrals, deals, or co-branded assets that are specifically assigned to them
- Ability to view partner insights (read-only for ongoing month)
This role is appropriate for team members responsible for specific partners or deal pipelines.
User
The User role is the most restricted and provides:
- Read-only access to most non-financial pages
- No access to settings, integrations, automation, or financial sections
- Limited visibility only to general partner performance insights (read-only for the ongoing month)
This role is suited for contributors who need visibility but are not responsible for execution or platform management.
Permissions Matrix
Below is a complete breakdown of access levels across all modules.
1. Partner Insights
| Page | Owner | Admin | Manager | User |
| Performance | Full Access | Full Access | Full Access | Read-only (ongoing month) |
| Financials | Full Access | Full Access | Full Access | Read-only (ongoing month) |
| Engagement | Full Access | Full Access | Full Access | Read-only (ongoing month) |
2. Partner Onboarding
| Page | Owner | Admin | Manager | User |
| Invites & Applications | Full Access | Full Access | Full Access | Full Access |
| Partner Programs | Full Access | Full Access | Read Only | Read Only |
| Contracts | Full Access | Full Access | Read Only | No Access |
3. Partner Management
| Page | Owner | Admin | Manager | User |
| Leaderboard | Full Access | Full Access | Full Access | Full Access |
| My Partners | Full Access | Full Access | Assigned: Full Access/ Unassigned: Read only | Read Only |
| Resource Library | Full Access | Full Access | Read Only | No Access |
| Co-Branded Assets | Full Access | Full Access | Assigned: Full Access/ Unassigned: Read only | No Access |
4. Directories
| Page | Owner | Admin | Manager | User |
| Partner Profiles | Full Access | Full Access | Assigned: Full Access/ Unassigned: Read only | Read Only |
| Tech Partners | Full Access | Full Access | No Access | No Access |
| AppStack | Full Access | Full Access | Full Access | No Access |
| Tech Directory Analytics | Full Access | Full Access | No Access | No Access |
5. Referrals & Deals
| Page | Owner | Admin | Manager | User |
| Referrals | Full Access | Full Access | Assigned: Full Access/ Unassigned: Read only | No Access |
| Deals | Full Access | Full Access | Assigned: Full Access/ Unassigned: Read only | No Access |
6. Growth Programs
| Page | Owner | Admin | Manager | User |
| Campaign Performance | Full Access | Full Access | Full Access | No Access |
| Campaign Analytics | Full Access | Full Access | Full Access | No Access |
| Affiliate Campaigns | Full Access | Full Access | Read Only | No Access |
| Referral Programs | Full Access | Full Access | Full Access | No Access |
| Program Participant | Full Access | Full Access | Full Access | No Access |
7. Rewards & Payouts
| Page | Owner | Admin | Manager | User |
| Rewards Setup | Full Access | Full Access | No Access | No Access |
| Reward Confirmation | Full Access | Full Access | Full Access | No Access |
| Payouts | Full Access | Full Access | Full Access | No Access |
8. Public Pages Builder
| Page | Owner | Admin | Manager | User |
| Link | Full Access | Full Access | No Access | No Access |
| Pages | Full Access | Full Access | No Access | No Access |
9. My Subscription
| Page | Owner | Admin | Manager | User |
| Subscription | Full Access | No Access | No Access | No Access |
| Transaction History | Full Access | No Access | No Access | No Access |
| Refer a Friend | Full Access | No Access | No Access | No Access |
10. Automation
| Owner | Admin | Manager | User |
| Full Access | Full Access | No Access | No Access |
11. Integration
| Owner | Admin | Manager | User |
| Full Access | Full Access | No Access | No Access |
12. Settings
| Owner | Admin | Manager | User |
| Full Access | Full Access | No Access | No 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.
