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Provision users, roles, and permissions

Users with the Admin role can do the following:

  • Provision users and scope them to roles
  • Create roles and scope these roles to permissions

It all starts from the Admin menu.

A simplified view of the Marketcetera admin menu

Provision users​

To add a user, go to Admin > Users. Then follow these steps:

  1. Select Add User.
  2. Enter the following values:
FieldDescription
UsernameThe name of the user
DescriptionAny notes you want to take
PasswordThe password for the user
ActiveIf inactive, user cannot log in or do anything on the platform

Create roles​

To add a role, go to Admin > roles. Then follow these steps:

  1. Select Add Role.
  2. Name the role and describe what it does. Then, select the role permissions.

For descriptions of all permissions, review the Permissions reference.

Configure permissions​

To add permissions, go to Admin > Permissions. Then follow these steps:

  1. Select Add Permission.
  2. Name the permission and describe what it does.