Group permissions determine the features and functionality Users have access to in the system. The definitions of Internal & Partner Group permissions are listed below. 


Internal Group Permissions: 


Administration - The Administration module allows you to define Groups and permissions, create and manage Users and Organizations, and change many of your portal's global configuration settings. Users that belong to Groups with access to the Administration Module are considered  Admin Users. 

  • System Administration: Full access to all modules and administrative functions such as creating Users, Group permissions, page layouts, settings and more. Admin Users are the only Users that can create new Users in the system.

Partner Module - The Partner module allows you to manage all Partner data, including Partner profiles, Contacts, Agreements, Partner Manager assignments, and recruitment. 

  •  Partner Module Administration: Full access to all Partners and their data with the ability to manage profile data, Contacts, Agreements, Email Domains and History. 
  •  Partner Module Read-Only Access: Read-only access to all Partners and their data
  •  Partner Module Manager Access: View Partners that you're assigned to as a Partner Manager, and manage their profile data, Contacts, Agreements, Email Domains and  History


Library- The Library Module provides access to shared files, videos and links

  • Document Administration: Upload and manage documents 
  • Library Access: Search and download files, videos and links


Reports- The Reports tab links to all reports available system-wide, based on the User's permissions.

  • Reports Tab Access: Provides access to the Reports tab



Content Widgets- Manage the content of Widgets on your home page and other custom pages.

  • Widget Content Administration: Create, edit and delete Article and Welcome Messages.


Business Plans - The Business Plans Module allows you to view, create and edit joint Business Plans.

  • Business Plan Administration: Full access to all Business Plans of all Partners 
  • Business Plan Partner Manager: Only access the Business Plans of the Partners that you're assigned to as a Partner Manager


Forum - The Forum module allows Users to create, comment on and subscribe to threaded discussions.

  • Forum Administration: Manage categories and threads, moderate discussions.
  • Forum General Access: Create new discussion threads and comment on existing discussions.
  • Forum Read-Only Access: Read-only access to all discussions.



Deal Registration - The Deal Registration Module allows registering Deals and taking them through the approval workflow.

  • Deal Registration Administration: Full access to all Deals of all Partners with the ability to submit, edit, delete, approve and archive. 
  • Deal Registration Management: Full access to all Deals of all Partners without the ability to delete.  
  • Deal Registration Partner Manager: Only view, submit, edit, approve and archive Deals of Partners that you're assigned to as a Partner Manager. 
  • Deal Registration Partner Region Manager: Based on the location of the Partner Organization, Users will only have access to the Deals of Partners located in the Region(s) they are assigned to as Manager.  
  • Deal Registration Account Region Manager: Based on the location of the end user/customer Account, Users will only have access to Deals that have end user Accounts located in the Region(s) they are assigned to as Manager.  


Lead Distribution- The Lead Distribution Module allows distributing Leads to Partners, who can then convert them to Deals. 

  • Lead Administration: Full access to all Leads with the ability to create, edit, assign and archive Leads for all Partners.
  • Lead Management: Full access to all Leads without the ability to delete.
  • Lead Partner Manager: Create, edit, assign and archive Leads for all Partners that you're assigned to as a Partner Manager.


MDF- The MDF Module manages the MDF Request approval workflow and tracks joint marketing funds and transactions.

  • MDF Full Administration: Full access with the ability to create, edit and archive MDF Requests, and view funds for all Partners.

  • MDF Request Administration: Manage MDF Requests, read-only access to Partner fund balances.

  • MDF Partner Manager: Create, edit and archive MDF Requests, and view funds for all Partners you're assigned to as a Partner Manager.


Training & Certification- The Training & Certification Module allows you to create Courses with training content and Quizzes, and define Certifications that get awarded automatically when Users complete specified Courses.

  • Training and Certification Module Administration:  Ability to create courses, lessons, quizzes and certifications. 
  • Training and Certification Module View All Access at my Org: Access your Courses and Certifications. View all Course and Certification completions for Users at your Organization.
  • Training and Certification Module Access: Access Courses and Certifications: Access your Courses and Certifications.


Co-Branded Collateral - The Co-Branded Collateral Module allows Users to easily generate co-branded marketing materials for your Partners.

  • Co-Branded Collateral Administration: Ability to upload Assets and define Content Areas for co-branding. 



Partner Group Permissions:


Library:

  • Library Access: Search and download files, videos and links.


Business Plans: 

  • Business Plan Write Access: Read and write access to Business Plans.
  • Business Plan Read Access: Read-only access to Partner's Business Plans.

Forum

  • Forum General Access: Create new discussion threads and comment on existing discussions.
  • Forum Read-Only Access: Read-only access to all discussions.


 Deal Registration:

  • Register & View All Deals: Allows Users to register Deals and view all Deals associated with their Partner Organization.
  • Register Deals: Allows Users to register Deals and view only the Deals they've registered. 


Lead Distribution: 

  • View All Leads: Allows Users to view and manage all Leads associated with their Partner Organization.
  • Receive Leads: Allows Users to only view and manage Leads assigned to them.


MDF:

  • MDF Access: Allows Users to submit and manage MDF Requests, and view their Partner Organization's funds balances and transactions.


Training & Certification:

  • Training and Certification Module View All Access at my Org: Complete Courses and Certifications and view all the completions associated with the Users at their Partner Organization. 
  • Training and Certification Module Access: Only Access their Courses, Certifications and view their own completions.  


Co-Branded Collateral:

  • Co-Branded Collateral Access: Generate collateral with their logo and contact information.


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