Configure User Permissions for Business App Users

• Configuring User Permissions
• Granting User Access to an Account
• Revoking User Access to an Account
• Setting Product Access for a User
• Granting User Access to a Multi-Location Group
• Revoking User Access to a Multi-Location Group
• Configuring User Permissions - Skip to Video Walkthrough

Sometimes, you may find it necessary to restrict a Business App user's access to certain accounts or features. You may wish to do so for the following reasons:

• A regional manager should only see the stores they manage.
• A website developer should only have access to website products and not other aspects of the company's business.
• A single business owner needs to only see their account.

Configuring User Permissions

Method 1:

1. From Partner Center > Businesses > Users, find the user you wish to edit permissions for.
   • This can also be accessed from Partner Center > Businesses > Accounts > Account Name > Users.
2. Click > Edit Permissions.
   

• • Please note that changes made here only apply to users that are already in the system.

Method 2:

To enable/disable any tab in the Business App for all users - both existing and subsequently new users, navigate to the Administration tab > Customize > Business App settings > Tab Settings > enable/disable a setting > click 'Apply changes'.

• • Tabs that are unchecked will be hidden for all users and the ones checked will be visible to users in the Business App.

Granting User Access to an Account

1. From Partner Center > Businesses > Users > click > Edit Permissions
2. Click Add Account and find the business or businesses you would like the user to have access to through Business App.
3. Check the box beside each of the businesses.
4. Click Add Accounts (#).

Revoking User Access to an Account

1. From Partner Center > Businesses > Users > click > Edit Permissions
2. Find the account you wish to keep the user from accessing.
3. Click > Remove Access.

Setting Product Access for a User

1. From Partner Center > Businesses > Users > click > Edit Permissions
2. Find the account you wish to modify product access for.
3. Click  to show the products and Business App tabs available to that user.
4. For any tabs and products, the user should have access to through Business App, toggle those on. Alternatively, if they should not have access to something, toggle those off. Watch the video here.

Granting User Access to a Multi-Location Group

1. From the Groups tab, click Add Group.
   
2. Click + next to the Group you wish to allow the user to access.
3. Click Done.

Revoking User Access to a Multi-Location Group

1. From the Groups tab, click x next to the Group you wish to revoke access to.
2. Click Remove Access.

Walkthrough Video (Configuring User Permissions)

Walkthrough Video (Product Access in the Business App)