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User roles

Overview

User privileges define the access level of your Control Panel users to specific Avangate features and modules.

A collection of privileges is called a user role. You can define your own user roles based on specific access levels that you want to grant to your users. You can assign multiple roles to a user.

Create user accounts

Follow the steps below to create new user accounts.

  1. Login to the Avangate Control Panel using your master account.
  2. Go to Account settings.
  3. Click Manage user access.
  4. Click Add new user in the View users tab.
  5. Fill in the new user account details.
  6. Click Save.

User management options

  • You can use the strong password generator that complies with the above requirements to make sure you're using a secure password.
  • User is required to change password after first login. This option is enabled by default.
  • Reset password option allows you to disable the old password and the user will receive an e-mail for setting a new password.
  • You can set passwords to expire in a number of days of your choosing. By default, passwords expire in 90 days.
  • Passwords never expire invalidates the password expiration setting. Disabled by default.

Create user roles

Follow the steps below to define new user roles.

  1. Login to the Avangate Control Panel using your master account.
  2. Go to Account settings.
  3. Click Manage user access.
  4. Go to the View roles tab.
  5. Click Add new role.
  6. Fill in a role name and description.
  7. Select the privileges you want the role to have.
  8. Click Save role.

Assign user roles

Follow the steps below to assign roles to a user account.

  1. Login to the Avangate Control Panel using your master account.
  2. Go to Account settings.
  3. Click Manage user access.
  4. Identify the user account that you want to assign a role to and click Edit.
  5. Check the role you want to assign.
  6. Click Save.

Privileges

Setup

Privilege name Description
Getting started Allows users to access the Getting Started screen on the Dashboard and request the account to Go Live.
Add/Edit products Controls access to the Products area.
Edit product pricing Controls editing privileges of per-product pricing configurations.
Gift products Controls access gift product settings.
Product Upgrade Settings Controls access to the product upgrade settings.
Electronic delivery Controls access to product fulfillment settings.
Download Insurance Service Controls access to Download Insurance Service settings.
Backup Media Controls access to Backup Media settings.
Shipping Controls access to product shipping options.
Price lists Controls access to product price list settings.
Subscriptions Controls access to subscription renewal settings.
Generate links - eStore Controls access to the buy link generation options.
Interface templates - eStore Controls access to the cart templates customization options.
Order Additional Fields Controls access to the additional order fields settings.
Ordering options - settings Controls access to Order settings.
Ordering options - aftersale message Controls access to the After sale message settings.
Ordering options - web analytics Controls access to the Web analytics settings.
Metered Billing Controls access to usage billing settings.
Manage Financial Settings Controls access to the account's financial settings.

Marketing Tools

Privilege name Description
Affiliates Management Controls access to the Avangate Affiliate Network settings.
Promotions Controls access to promotion settings.
Cross-Selling and Up-Selling Controls access to cross-selling and up-selling promotion settings.
Email marketing program Controls access to email marketing settings.
Channel resources - affiliates Controls access to affiliate channel resources.
Channel resources - partners Controls access to partner channel resources.
Leads Management Controls access to lead management settings.
View Avangate Polls Allows Avangate Control Panel polls to be displayed to users whose privileges are governed by the assigned role. Uncheck to hide polls from users.
Email editor - email viewing rights Allows users to see emails in the Email editor.
Email editor - email editing rights Allows users to edit emails in the Email editor.

Orders & Reports

Privilege name Description
Accounting Controls access to Accounting, Vendor 2 Vendor and Purchase Order settings.
View and search eStore order data Controls access to Order Search.
Executive Reports

Controls access to:

  • Financial Reports
  • Executive Reports
  • Order statistics
  • Products report
  • Product options
  • Additional Fields Report
Business Dynamics Controls access to Custom Reports.
Promotions Reports Controls access to marketing reports.
A/B Testing Controls access to A/B testing campaign settings.
Aggregate Reports Allows the aggregation of report data from multi-accounts.
Customer support - eStore Grants limited order search options for customer support agents.
Partner order search Allows users to search and view partner orders.
Customer support - partners Grants limited partner order search options for customer support agents.
Delivery confirmations Controls access to Fulfillment confirmation settings.
Proforma payment confirmation Allows users to confirm proforma payments for direct partner payments.
Manage order refunds Allows users to request refunds or order cancelations. Use in conjunction with the Customer support privileges to enable access to order data.
Access refund requests area Allows access to the Refunds section, listing all refund requests. Use in conjunction with Manage order refunds and Customer support privileges to enable editing privileges.
Customers Controls access to customer management settings.
Blank & partial searches for eStore Allows blank and partial order searches.
Affiliates Reports Controls access to Top Affiliates and Affiliate Sales reports.
Vendor to Affiliate Payments Allows users to make payments to top performing affiliates.
API Logs Controls access to API & webhooks log monitor reports.
Enable delivery confirmation approval Allows users to approve/reverse orders that require vendor delivery confirmation.
Renewal Authorizations Report Allows users to generate, view and export authorization reports.
Cohorts Reports Allows users to generate, view and export cohort reports.
Subscription Management Controls access to subscription management settings.
Subscription Pricing Controls access to the Update credit card and Change current billing amount options. Use in conjunction with the Subscription Management privilege.
Partner Reports Controls access to the Top Partners report.
Place orders on behalf of customers Allows users to place orders on behalf of customers.
Additional fields report Controls access to the Additional fields report.
Users Activity Controls access to the Users Activity report.
Delete user comments Allows users to delete their own comments from orders.

Account Settings

Privilege name Description
Account information Controls access to the Account information section.
User roles management Controls access to user roles management settings.
Users management Controls access to user management settings.
System settings Controls access to system settings, such as time zone, IPN, LCN and other notifications.
Financial information Allows users to manage bank and payment information.
Salesforce settings Controls access to Salesforce integration settings.

Partner Management

Privilege name Description
Restrict to own partners Limits user access to partner accounts where they are assigned as account managers or backup account managers.
Proforma invoices Controls access to partner invoices.
Partners management Controls access to partner management settings.
Partnership programs management Controls access to partner programs settings.
Place order Allows users to place orders on behalf of partners.
Receive order notification Allows users to receive notifications from partner orders.
Refund management Allows users to manage partner refunds.
Refund history Allows users to see previous partner refund requests.

Third Party Apps

Privilege name Description
Use a third party app Allows users to user third party apps.
Manage third party apps Controls access to third party apps settings.