Understanding User Roles and Access Portal

In this article:

• User roles overview
• • Account Owner
  • Account Admin
  • Account Standard
  • Account Finance
• Finance access levels explained

User Roles Overview

Each user in the Portal is assigned a role that determines what they can access and manage. There are four roles: Owner, Admin, Standard, and Finance.

• Account Owner — full access to everything, manages the organisation and all users
• Account Admin — similar to Owner, but can only manage Standard users
• Account Standard — day-to-day access without finance or user management
• Account Finance — finance dashboard access only

Account Owner

The Owner has full access to everything in the Portal and is responsible for managing the organisation.

• There can only be one Owner per organisation. An Owner must always be assigned to ensure account details, users, and access settings are kept up to date.
• Cannot be removed (ownership must be transferred)
• Has Upload & Edit finance access by default — this cannot be changed

What the Owner can do:

• Update organisation details (logo, location, website, currency)
• Manage all users — edit roles, update finance access, change email preferences, remove users
• Invite new users (Admin, Standard, or Finance)
• Access the Partner Finance Dashboard — view rebates, update finance settings, upload invoices, request currency changes
• Access the Account Support and Microsoft Launch Guide dashboards — full access to all actions
• Access the Resource Library — view all resources
• Access the Open Requests Dashboard — view and manage all requests across the organisation
• Access My Profile and Email Notifications

Account Admin

Admins have nearly the same access as the Owner, with a few restrictions around user management.

• There can be unlimited Admins per organisation
• Admins can be removed by the Owner
• Finance access can be set to View Only or Upload & Edit

What the Admin can do:

• Everything the Owner can do, except:
• • Can only invite Standard users (not Admin or Finance)
  • Can only manage Standard users (not other Admins)

Account Standard

Standard users have day-to-day access to the Portal but cannot manage users or access finance features.

• There can be an unlimited number of Standard users per organisation
• Standard users can be removed by the Owner or Admin
• No finance access — they cannot see the Partner Finance Dashboard

What the Standard user can do:

• Access the Account Support and Microsoft Launch Guide dashboards — full access to all actions
• Access the Resource Library — view all resources
• Access the Open Requests Dashboard — view and manage requests
• Access My Profile and Email Notifications

What the Standard user cannot do:

• View the Partner Finance Dashboard
• Invite or manage users
• Update organisation details

Account Finance

Finance users have access to finance features only — they cannot access support, resources, or submit requests.

• There can be unlimited Finance users per organisation
• Finance users can be removed by the Owner
• Finance access can be set to View Only or Upload & Edit

What the Finance user can do:

• Access the Partner Finance Dashboard — view rebates, invoices, and finance settings
• Access My Organization — view organisation details and team members
• Access My Profile and Email Notifications

What the Standard user cannot do:

• Access Account Support or Microsoft Launch Guide dashboards
• Access the Resource Library
• Access the Open Requests Dashboard
• Invite or manage users
• Update organisation details

Finance Access Levels Explained

Finance access is separate from user roles — it controls what a user can do within the Partner Finance Dashboard.

Upload & Edit

• Can view the Partner Finance Dashboard (rebates, invoices, finance settings)
• Can upload invoices to rebates
• Can request currency changes

View Only

• Can view the Partner Finance Dashboard (rebates, invoices, finance settings)
• Cannot upload invoices or change currency preferences

Who gets what:

• Owner — always Upload & Edit (cannot be changed)
• Admin — View Only or Upload & Edit (set by Owner)
• Standard — no finance access
• Finance — View Only or Upload & Edit (set by Owner)

Related Articles

You may also find these related articles helpful:

• Navigating the Portal Dashboard
• Support Request Types Explained
• How to Raise a Support Request