When you begin adding employees from your MSP to your admin tenant, you can use this chart as a quick reference. Not everyone should be an Admin!
Remember - these users are the people in your MSP. For information about how to add your clients and assign roles, visit Adding Your Customers.
Admin | Primary Admin | Client Manager | Helpdesk | Commit | Learner | Billing Manager | Distributor | |
Login/Sign-Up | X | X | X | X | X | X | X | X |
Admin Users Settings | X | X | X | X | X | X | X | X |
Access the Admin Dashboard | X | X | X | X | X | X | ||
Access Admin - My Apps | X | X | X | X | X | |||
Access Admin - My Tenants | X | X | X | X | ||||
Add New Tenant | X | X | X | |||||
Duplicate Apps in Admin | X | X | X | |||||
Delete Apps in Admin | X | X | X | |||||
Create Apps in Admin | X | X | ||||||
Admin - Billing Report | X | X | X | X | ||||
Admin - Settings (Users and Roles) | X | X | ||||||
Admin - Settings (My Interface) | X | X | ||||||
Admin - Settings (Security) | X | X | ||||||
Admin - Consume App (App Builder) | X | X | X | X |
Another way to look at the roles
User Role | Permissions | Ability |
Admin | Can manage users, billing, all tenants, etc | Can invite via email invitations ‘Primary admins’ to help them configure/manage the MSP setup. |
Primary Admin | Same as admin but registered on the tenant | Manage users for the tenant |
Billing Manager | Manage Billing | Able to view billing details of a tenant / MSP |
Client Manager | Manage Tenants | Manage All Children Tenants, but not current tenant |
Client Admin | Admin of the tenant | Can invite End-users through the “Settings” section |
General User | End-user features | Chat Only + App Builder (All Features) |
Chat Only User | Only Chat Access | |
App Builder | Only App Builder |
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