---
title: "Understanding User Roles and Access Portal"
url: "https://cpp-knowledgebase.clicktech.com/en/article/understanding-user-roles-and-access-portal"
language: "en"
last_updated: "2026-01-20T16:52:28.403Z"
---

# Understanding User Roles and Access Portal

This article explains the different user roles in the Portal, what each role can see and do, and how finance access levels work.

### **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](https://cpp-knowledgebase.clicktech.com/en/article/navigating-the-portal-dashboard)
-   Support Request Types Explained
-   [How to Raise a Support Request](https://cpp-knowledgebase.clicktech.com/en/article/how-to-raise-a-support-request)