User Roles & Permissions In The Marketplace

Learn about the Administrator and Marketplace Manager roles on the Marketplace Platform and see a full breakdown of their permissions for managing users, connections, and account settings.

Overview

As your team grows, you need a secure way to delegate tasks. Marketplace Roles allow you to give team members the exact access they need—nothing more, nothing less.

Use this guide to understand the difference between an Administrator and a Marketplace Manager and assign roles with confidence.

The Roles

There are two primary user roles on the Marketplace Platform. Thinking of your account as a building can help make the distinction clear:

Administrator: Think of this as the building owner. They hold the master keys, control the building's finances, and decide who else gets access. This role has the highest level of permissions, intended for users who need to manage company settings, payments, and all other users.
Marketplace Manager: Think of this as the store manager. They can run day-to-day operations within their store (manage connections, pull reports) but can't change the building's locks or access the owner's financial office. This role is perfect for team members handling daily operations.

`Permissions Breakdown`

Use this table for a detailed breakdown of what each role can do.

Ability / Feature Access

Administrator

Marketplace Manager

Add or Remove Marketplace Managers

✅ Yes

Add or Remove Marketplace Connections

✅ Yes

View Reporting (All Connections)

✅ Yes

Edit Marketplace Profile

✅ Yes

Add or Edit Administrator Users

✅ Yes

❌ No

Manage Company Account Settings

✅ Yes

❌ No

Manage Payment Settings

✅ Yes

❌ No

API Access

✅ Default Access

🔒 Access must be granted by an Administrator

Who Gets Which Role?

Not sure who should get what role? Here are some common scenarios:

Assign the Administrator role to:
- The business owner or founder.
- Your head of finance or the person managing company payments.
- A trusted technical lead who needs to manage API keys.
Assign the Marketplace Manager role to:
- Program managers responsible for daily operations.
- Marketing team members who only need to pull performance reports.
- New hires who are learning the platform.

Heads Up! For the security of your account, no user has the ability to remove an Administrator. If you need to make changes to an Administrator user, please contact your Account Manager or email

marketplace@everflow.io

for support.