Partner Admin Role
  • 13 Jul 2022
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Partner Admin Role

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Overview

If a large cohort of PeakCommerce end users are Partner Account Executives, and they need assistance in the portal, the Partner Administrator role provides admin capabilities to manage and oversee Partner Account Executive users, without access to the rest of the Global Admin platform.

Functions

Partner Administrator functions include:

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View Partner Account Executive Users

Partner Admins can have access to either of the following realms of users in the users list:

  1. Partner Account Exeuctive users that are created by or assigned to them in PeakCommerce
  2. All Partner Account Executive users

Add New Partner Account Executives

Partner Admins can add new users to the PeakCommerce portal, but only users with a Partner Account Executive role. When creating the user, one can select the "Partner Admin" from a dropdown list that this user will be tied to if using the "Created Partner Account Executive" realm.

Edit Partner Account Exeucutive Users

Partner Admins can manage the following PeakCommerce user information for Partner Account Executives:

  • First and Last Name
  • Username (email)
  • Account Number
  • Profile
  • Partner Admin they are assigned to
  • Initiate Password Reset
  • Initiate Email Verification
  • Suspend User from Logging in
  • Delete User

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Log in Partner Account Executive User

Partner Admin can log in as a Partner Account Executive to view what the end user see's in their portal, or to act on behalf of the Partner Account Executive.

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Partner Admin Realms

The two realm options mentioned above are already included with this new release. To see them, navigate to Users > Partner Admin Realms. These will be dropdown options when creating a Partner Admin user in the Global Admin platform.

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Creating a Partner Admin

The only information required to create a Partner Administrator is:

  • Security Realm
  • First and Last Name
  • Username (email)

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After creating this user, the end user will receive an email to set a password and log into the portal.


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