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.
