Different Admin Roles provide different access points to the Admin Portal. To see a general list of Admin Roles, see the following Article:

Q: What do the different Admin Roles really mean?

Below you will find a description of the different Partner roles and the different Admin Portal tabs each role will be able to access.

 

Partner Administrator

Users with this admin role can:

Visible Admin Portal Tabs

  • Manage on behalf of Child customers
  • View and export data from the main Dashboard
  • View and export data from the Partner Dashboard
  • View and export data from Child customer’s Dashboard
  • Modify customer contact information
  • Create/Modify SKUs
  • Make content assignments in both the Admin Portal and the QuickHelp Portal
  • Modify Group membership
  • Create/Modify User Journeys, Skill Paths, and Courses
  • Create/Link/Unlink Badges
  • Add new content
  • Publish/unpublish existing content
  • Enable Public Events/Limit Session Registrations
  • Publish/unpublish events
  • Modify any global settings

Dashboard

Partner Dashboard

SKU’s

Customers

Content

Campaigns

Resources

Users

Groups

Events

User Journeys

Skill Paths

Badges

Settings

Support Center

Feedback

 

Account Manager

 

Users with this admin role can:

Visible Admin Portal Tabs

  • Manage on behalf of Child customers
  • View and export data from the main Dashboard
  • Create/Modify Partner Customer assigned
  • View and export data from Child customer’s Dashboard
  • View/modify SKUs 
  • Create/Modify/Send Communications
  • Create/Modify/Send Phishing Campaigns
  • Modify any global settings

Dashboard

SKU's

Customers

Support Center

Feedback

 

Simulated Phishing Administrator

 

Users with this admin role can:

Visible Admin Portal Tabs

  • View and export data from the main Dashboard
  • Publish/unpublish events
  • Create/Modify/Send Communications
  • Create/Modify/Send Phishing Campaigns
  • Modify any global settings
  • Configure custom SMTP settings

Dashboard

SKU's

Campaigns

Resources

Events

Settings

Support Center