Default User Role Permissions in Unifyr Admin

Unifyr Support
Unifyr Support
  • Updated

Each of the user roles has a default set of permissions, defining the areas of Unifyr Admin that users with each role can access. These can be updated by the Unifyr Administrator.

Note: It is not possible to rename the roles.

Role Default Permissions
Administrator Administrators have access to all of the areas of Unifyr Admin.
Executive
  • Partner Management (general)
  • Create Partners
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Translations
  • Settings > Tag Management
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
User
  • Library Content Management
  • Marketing Campaigns Management
  • Social Media 
  • Leads
  • Deals & Accounts
  • Reporting
  • Custom Activities
Channel Account Manager (CAM)
  • Partner Management (general)
  • Create Partners
  • Success Plan Tracking
  • MDF Order and Transactions (if enabled)
  • Deals & Accounts
  • Sandbox Access
  • Sandbox Management
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
CAM Director
  • Partner Management (general)
  • Create Partners
  • Partner Group Definition
  • Onboarding Setup
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Learning Management
  • Tier Programs
  • Achievements
  • MDF Orders and Transactions (if enabled)
  • Pricebooks
  • Deals & Accounts
  • Reporting
  • Co-Selling (if enabled)
  • Registration and Invitation
  • To-Partner Communications
Sales Operations
  • Partner Management (general)
  • Create Partners
  • Partner Group Definition
  • Onboarding Setup
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Tier Programs
  • Achievements
  • Pricebooks
  • Deals & Accounts
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
Content Manager
  • MDF Orders and Transactions (if enabled)
  • Portal
  • Portal Posts
  • Library Content Management
  • Marketing Campaigns Management
  • Social Media
  • Settings > Content Management
  • Settings > Forms and Fields
  • Site Configuration
  • Custom Pages
  • Terms and Conditions
  • Email Configuration
  • Field Weighting
  • Custom Activities
Training Manager
  • Certifications
  • Courses
  • Portal 
  • Partner Events
  • Portal Posts
  • Site Configuration
  • Custom Pages
  • Terms and Conditions
  • Email Configuration
  • Field Weighting
Marketing Manager
  • MDF Orders and Transactions (if enabled)
  • Portal
  • Library Content Management
  • Marketing Campaigns Management
  • Social Media
  • Settings > Tag Management
  • Settings > Content Management
  • Settings > Forms & Fields
  • Reporting
  • Site Configuration
  • Custom Pages
  • Terms and Conditions
  • Email Configuration
  • Field Weighting
  • Custom Activities
Portal Manager
  • MDF Orders and Transactions (if enabled)
  • Portal
  • Portal Posts
  • Library Content Management
  • Marketing Campaigns Management
  • Social Media
  • Settings > Content Management
  • Settings > Forms & Fields
  • Reporting
  • Site Configuration
  • Custom Pages
  • Terms and Conditions
  • Email Configuration
  • Field Weighting
  • Custom Activities
IT Administrator
  • Partner Management (general)
  • Create Partners
  • Providers
  • Custom Objects
  • Partner Group Definition
  • Onboarding Setup
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Tier Programs
  • Partner Locators
  • Achievements
  • Partner Events
  • System Management (all)
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
Integrator
  • Partner Management (general)
  • Create Partners
  • Providers
  • Custom Objects
  • Partner Group Definition
  • Onboarding Setup
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Tier Programs
  • Partner Locators
  • Achievements
  • Partner Events
  • Settings > Integrations
  • Settings > Labs (not available for a Unifyr Engage subscription)
  • Settings > Partner User Roles
  • Registration and Invitation
  • To-Partner Communications
Agency User
  • Partner Management (general)
  • Create Partners
  • Providers
  • Custom Objects
  • Partner Group Definition
  • Onboarding Setup
  • Success Plan Tracking
  • Success Plan Strategy Administration
  • Tier Programs
  • Partner Locators
  • Achievements
  • Partner Events
  • Marketing Campaigns Management
  • Marketing Emails
  • Social Media
  • Settings > Partner User Roles
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
  • Custom Activities
Distributor
  • Partner Management (general)
  • Create Partners
  • Providers
  • Success Plan Tracking
  • MDF Orders and Transactions (if enabled)
  • Library Content Management
  • Collateral Programs
  • Marketing Campaigns Management
  • Marketing Emails
  • Social Media
  • Deals & Accounts
  • Lead Registration
  • Lead Distribution
  • Reporting
  • Virtual Events
  • Co-Selling (if enabled)
  • Registration and Invitation
  • To-Partner Communications
  • Custom Activities

Read Only

(can't be edited)
  • Partner Management (general)
  • Content Management
  • Marketing Campaigns Management
  • Deals & Accounts
  • Reporting
  • Registration and Invitation
  • To-Partner Communications
  • Custom Activities

Reports Only

(can't be edited)
  • Reporting

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