Permissions Overview

Permissions within PDK.io are a core feature that specifies what functionalities within PDK.io are available to a user on the Dealer or Customer Account level. Each Permission role (Integrator, Admin, Manager, or Reporter) specifies what PDK.io features are available.

• A Permission granted at the Dealer level provides that Permission level to all Customer Accounts for the Dealer.
• A Permission granted within the Customer Account (from the Customer Dashboard) will provide those functionalities for just that Customer Account. 

Partners with Integrator or Admin Permissions can add Permissions (at their Permission level or lower) to other Partners. 

Function availability by Permission

Each Permission level defines which functions from the Customer Dashboard are available for the Partner. Each Permission, from Integrator to Reporter, is more limited in scope compared to the previous Permission level.

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. 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 can only access Reports and Live Events.

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

Important Note: Adding Permissions can not and will not be done by ProdataKey Technical Support.

Adding a Permission to a Customer Account

To add a Permission to a Customer Account,  first tap/click Permissions from the Customer Dashboard. This will open the Permissions page. On this page, tap/click the yellow plus (+) icon in either the center of the page or the lower right corner.

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

User Email - Enter the email address of the new user.

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/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 for activating 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. 

Editing User Info 

Tap/click the Partner’s name to view the User Info screen. The Partner’s Email Address, First and Last name, Company Name, Title, Phone Number, and Role are displayed. 

Long-pressing or hovering over the Partner's Name will display two icons on the right edge of the item, tapping/clicking the pencil icon will allow a Partner to delete or edit the User Info.