Purpose
This article defines all of the Allbound Administrator User permissions within the Allbound platform.
Introduction
An Allbound Administrator user possesses the ability to access the platform's Settings. Depending on the types and amount of Permissions granted to an Allbound Administrator user, they will be able to make edits and updates to various settings and features across the platform. To grant access, an Allbound Administrator user can toggle on the check box next to the appropriate Permission in a user's profile.
There is no limit to the number of Administrative users per Allbound portal. To learn how to upgrade a user to an Administrator, please follow the steps in How to Create an Allbound Administrator User.
Where to Activate the Allbound Administrator User Permissions for a User
*Note: only existing Allbound Administrator users may toggle on Administrator user permissions for other users
1. Login to the Allbound platform
2. From the top toolbar, click on the Settings Gear icon and then click "Users"
3. Use the search bar to look up the user you wish to grant Permissions and then click on their blue username
4. Within the "User Details" tab, navigate to the "User Type" field and then choose "Administrator" from the drop-down menu
User Permissions Explained
A. MDF Approver: Capability to manage and approve MDF (Marketing Development Funds)
B. Incentives Approver: Ability to edit and approve Incentives
C. Payments: Ability to add and edit Partner Payments access
D. Deals: Ability to manage the Pipeline
E. Content: Capability to access the Content and Content Management settings. Allows the ability to create, edit, and manage all content including Training & Pre-Sales (Learning Tracks,) Content & Resources, Playbooks, etc.
F. Users, Groups & Companies: Capability to access the individual Users, Companies, and Groups settings. Allows the ability to create, edit, and manage all of these settings for the platform
G. Partner Plan: Capability for the Allbound "Owner" user role to:
- Create/Edit a partner plan template
- Create/Edit a partner plan
- Create a revenue goal
- Update the names of the sections in the partner plan
- Manage partner plans for all companies
H. System Settings: Check this box to grant access to all Administrative capabilities (letters A-F) within the platform. These additional capabilities include Reports, Channel Insights, System Settings and System Utilities, etc.
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to this article to further learn about Allbound Administrator users: