Permissions

Each Permission Role specifies which functions of the Customer Account are available to users. Each Permission, from Integrator to Reporter, is more limited in scope compared to the previous Permission Role.

Integrator - This Permission has full access to all functions of a Customer Account.

Admin - This Permission can access and manage all functions of a Customer Account, except Configuration, and has a limited view in System Settings. An Admin can also issue Admin or lower Permissions to others.

Manager - This Permission can access the following items in a Partition they are assigned to: People, Groups, Auto Open, Reports, System Events, and States, in addition to viewing Live Events. Managers can only add, edit, or delete items in their assigned Partition.

Reporter - This Permission allows viewing People, Groups, and States in read-only mode. Reporters can view Live Events and submit Reports. Reporters can only view this information in their assigned Partition. 

The following table details which functions are allowed for each Permission level.

Important Note: Adding Permissions cannot be done by ProdataKey Technical Support.

To begin adding a new Permission to the Customer Account, tap or click the Add Permission button in the Permissions window. This is located next to the Search Permissions field and above any existing Permissions on the Customer Account. This will pop out a sidebar where you can enter the information for the new Permission.

In the Add Permission dialogue, enter the Partner's email address and the Permissions level to be assigned to them. 

Email - Enter the email address of the user for the Permission.

Role - Tap/click this field (or the down arrow) to view the list of roles. Select the appropriate role for the user from the list. After entering the User Email and Role, tap or click the Add button to finalize adding the Partner's Permission to the Customer Account. An invitation email will then be sent to the User Email with instructions to activate the Permission.

Until the Permission has been activated by the Partner, the Partner will be displayed as (Invitation Pending) in Permissions, rather than the Partner’s name. 

To add a new Permission to your Dealer Account, first tap or click the Permission tab in your Dealer Dashboard. Tap or click the Add Permission button in the Permissions window for the Dealer Account. This is located next to the Search Permissions field and above any existing Permissions on the Dealer Account. This will pop out a sidebar where you can enter the information for the new Permission.

In the Add Permission dialogue, enter the Partner's email address, the Permissions level, and the Billing Role (if any) to be assigned to them. 

Email - Tap or click this field to enter the Email Address for the Permission.

Role - Tap or click this field to view the list of Permission Roles and select the appropriate Permission Role for the user. 

Billing Role - A Dealer Partner can be assigned one of three Billing Roles, as detailed below. This field will only be visible to a Dealer Partner.

• None - The Dealer Partner will not have access to any Billing information for the Dealer Account.
• Billing Admin - The Dealer Partner has full access to all Billing functions for the Dealer Account.
• Billing Reporter - The Dealer Partner can review Billing invoices.

After entering the User Email and Role, tap or click the Add button to finalize adding the Partner's Permission to the Dealer Account. An invitation email will then be sent to the User Email with instructions to activate the Permission. Until the Permission has been activated by the Dealer Partner, the Partner will be displayed as (Invitation Pending) in Permissions, rather than the Partner’s name. 

For Permissions added to a Customer Account, tapping or clicking the Partner's Name opens a sidebar displaying the User's Details and allows a Partner with a higher Permission Role to delete the User or edit the assigned Permission Role. The initially entered Name, Email, Phone Number, Company Name, and Title will be displayed but cannot be changed.

To delete a Permission, tap or click the Delete Permission button located in the lower left area of the Permission details.

For Permissions added to a Dealer Account, in addition to the details and options available above, there is also the option to view and/or edit the User's Billing Role.