Permissions

Permissions for App Xchange users include both primary roles and additional roles.

User roles define what actions App Xchange users can perform on the platform. These roles can be modified with additional roles that grant users permissions beyond the default permissions of their role.

Primary Roles

There are three primary user role options to assign to an account.

• Administrator: Has the most access to a specific account. This includes full access to data, user management, full partner and customer management, and the ability to execute data flows. An administrator still cannot create flows, integrations, or connectors without the appropriate additional roles.

• User: Has full access to data, but no user management. A regular user can still manage customer integration deployments such as configuration, syncing, and feature status as well as execute flows. 

• Read Only: The most limited experience. As the name implies a Read Only user can only view, even if additional roles are assigned.

Additional Roles

There are three additional customer role options to assign to an account.

• Flow Author: Grants read and write access, plus permission to do the following:

  • Create, configure, and run flows using the flow builder.

  • Create, edit, and configure flow steps.

  • View sensitive flows.

  • Manage services.

• Integration Author: Grants read and write access, plus permission to create, edit, and configure integrations using the integration builder.

• Connector Author: Grants permission to read, update, and manage connectors on the account as well as submit code updates. 

Guest Users

Users can only have one primary account, but they can be guests on other accounts with either regular or read only access. Recommended when the user is not a member of your company. 

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