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There are three default roles for users of the Partoo application:
Administrator;
Group Manager;
Business Manager(s).
Each of these roles is associated with different rights specified below.
Features not covered in this article are common to all roles.
The different user roles at Partoo
| Administrator | Group Manager(s) | Business Manager(s) |
Access to all subscribed products by default | Yes ✅ | Yes ✅ | No ❌ (only products the user has been given access to) |
Create businesses | Yes ✅ | Yes ✅ (within the group(s) managed by the user) | No ❌ |
Group management | Yes ✅ | Yes ✅ (within managed groups) | No ❌ |
Settings for editing permissions of information | Yes ✅ | No ❌ | No ❌ |
Modification of business information | Yes ✅ | Yes ✅ (within the managed group(s), but may be impacted by permissions set by the administrator(s)) | Yes ✅ (may be impacted by permissions set by the administrator(s)) |
Create users | Yes ✅ | Yes ✅ (within the managed group(s)) | No ❌ |
Reply to reviews (if subscribed to the Review Management product) | Yes ✅ | Yes ✅ (within the managed group(s)) | Yes ✅ |
Create response templates | Yes ✅ | No ❌ | No ❌ |
Use response templates | Yes ✅ | Yes ✅ | Yes ✅ |
The "Administrator" role
The "Administrator" role is suitable for the main Partoo user; it allows access to all application features as well as the different sections and groups where businesses appear (for example, a marketing director):
Access to all subscribed products;
Creation of businesses, groups, and sections;
Editing information;
Creation of users;
Management of users' editing rights;
Creation of response templates in Review Management.
The "Group Manager(s)" role?
The "Group Manager(s)" role is suitable for a user who can manage a set of businesses in one or more groups according to the access granted by the administrator (for example, a regional director):
Access to all subscribed products;
Creation of businesses within the group(s) to which they are attached;
Editing information (depending on editing rights defined by the administrator);
Creation of users within the group(s).
The "Business Manager(s)" role?
The "Business Manager(s)" role is suitable for a user who can only manage the business(es) to which they have been assigned (for example, a business director):
Access to products assigned by the user who created them
Editing information (depending on editing rights defined by the administrator)
NB: Selecting products when creating access does not completely block access to the different products subscribed by the organization. To limit management of certain fields/products, you must define editing rights for the business manager.
Can I further customize roles in my team?
Custom roles can also be created by organization administrators. Over 100 permissions on different Partoo products are available to allow granular role creation.
If you cannot modify a field from your interface and the field is grayed out, it means a permission system has been implemented centrally by your company. If you want to modify the content of these fields, we recommend contacting your internal company contact. To get this level of customization, contact your account manager!
How to manage roles on your Partoo application?
You can manage the roles of different users by going to "⚙️ Settings" at the bottom left of your Partoo page, then to "Team and Organization", and click on "Users".
On this same page, you can filter by:
Status: Display users based on their status in the application (invited or activated);
Role: Filter users by their role (administrator, group leader, or manager);
Assignment to a business: Display users associated with a specific business.
It is possible to export the report of your users:
Click the "Download Data" button at the top right of the page.
Enter the email address where you want to receive the data.
Click "Receive Document".
You will receive an Excel file containing all information related to your users.
Now that you know everything about user roles, you can check out this article to learn more about managing your team on Partoo 😎