What's new
Vendor Users can now be assigned one of three role levels, giving you finer control over who can view information versus who can make changes in the portal.
| Role | Best for |
|---|---|
| Full | Users who need complete administrative control (unchanged from today) |
| Sales | Account managers who adjust customer licensing but don't need technical access |
| Read-only | Anyone who only needs to view reports and status, with no ability to make changes |
The role level you assign determines what that Vendor User is allowed to do.
Read-only role
A view-only role with no ability to make changes.
Can do:
- Run all available reports (License, Backup Status, Backup Onboarding)
- Search, sort, and filter across all lists
- Change their own password and set up their own multi-factor authentication
- View and filter the Vendor Users page (no changes)
Cannot do:
- Edit customer licensing or storage allocations, or any report settings
- Impersonate another user
- Perform any other administrative or operational action
Sales role
Everything Read-only can do, plus the commercial actions sales and account managers typically need.
Can do (in addition to Read-only actions):
- Edit a customer's license and storage allocation, for vendors set up as direct resellers ("Can manage customers and licenses" enabled)
- Add or edit a customer's VAT ID
- Configure and edit email report settings, at both the vendor level and for individual customers
Cannot do:
- Configure tenant settings
- Configure single sign-on for users
- Impersonate another user
- Add new organizations or disable an existing one
- Turn on Emergency Mode
- Create, edit, or disable other Vendor Users (view only)
How to modify roles
- Go to the Vendor Users page and find the user in the list.
- Click the key icon next to their name to open Edit Vendor User.
- Choose the role from the Access level drop-down menu, then save.
Only Vendor Users with Full rights can do this.
Good to know
- Only Vendor Users with Full rights can create new Vendor Users and assign them the Sales or Read-only role.
- No one can change their own role to Sales or Read-only, and no one can remove their own account.
- Existing Vendor Users keep their current Full access — nothing changes for them automatically.
- Newly invited Vendor Users will still default to Full rights unless a Full-Rights user assigns them a different role.