Partner account types
The enhanced roles and access within the developer portal empower users to efficiently manage resources and collaborate effectively. By adhering to the specified guidelines during account creation, partners can ensure a streamlined experience while accessing users, roles, and the associated privileges.
This page provides an overview of these roles and their corresponding access levels. In addition, we outline the process for partners to create company accounts, ensuring seamless access to users and roles.
Partner account creation
When you first sign up on the Developer Portal, you will be prompted to complete the Your Account tab.
Keep the following information in mind when creating your account:
- Account Type: Choose the Company account type if you are signing up as part of an organization.
- Company Name: Make sure the Company Name you enter during account creation is consistent across all roles. Discrepancies such as "ACME" vs. "ACME, Inc" will not register as the same company for associated roles.
Accurate and consistent spelling is imperative. In case of errors, reach out to a Support Administrator for assistance.
Partner role assignments
The first account created for a distinct company is the Administrator account. Afterwards, every other account associated with that company will require approval by the Administrator.
Administrators can check the Users tab to approve and assign roles to new accounts.
Partner role descriptions
| Role | Description | Sandbox | Integration | Manages other roles |
|---|---|---|---|---|
| Admin | Responsible for reviewing the Users tab, approving or denying user requests, and assigning appropriate roles to users. | Add Edit Submit | Add Edit Submit | Yes |
| Developer | Engages in editing sandbox and integration content; contributes to the development process. | Add Edit Submit | Add Edit Submit | No |
| QA | Reviews integrations, but only possesses editing rights within sandboxes. | Add Edit Submit | Read only | No |
| Group Leader / Group Member | Has read-only access to sandboxes and integrations. | Read only | Read only | No |
For any questions or clarifications, please contact your Solutions Architect.
Updated 6 days ago