We offer a set of preconfigured roles designed to help you quickly manage users and permissions. These roles can be customized to fit your needs, or you can create your own if the preconfigured ones don't fully align with your requirements.
Below is an overview of the preconfigured roles. For a more detailed review of the available permissions, please refer to the relevant article for each role.
Vendor Roles
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Role Name |
Role Description |
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Full access to manage all aspects, features, and functions with zero restrictions. |
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Full access to manage the Channel Command portal and its features. View-only access to other areas of the company profile. |
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Permissions to update the company profile, manage users, and roles. View-only access to the Channel Command portal. |
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Access restricted to the public pages only, no access to any Vendor specific features or functions. |
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View-only access to most company-related features and functions. Cannot view users or roles. |
MSP Roles
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Role Name |
Role Description |
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Full access to manage all aspects, features, and functions with zero restrictions. |
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Can update company profile permissions, manage users, roles, and locations (Affiliates) if MultiStack is enabled. Cannot access NaviStack, MyITSpend (Customers or Contracts), or Vendor Management features. |
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Access restricted to the public pages only, no access to any MSP specific features or functions. |
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Can manage BrandStack and Locations (if MultiStack is enabled). View-only access to the company profile. Cannot manage users and roles. |
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Can manage MyITSpend (NaviStack, Customers, Contracts) features, Vendor Management, and BrandStack (if MultiStack is enabled). View-only access to the company profile. Cannot manage users and roles. |
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Can manage NaviStack, including managing vendors. View-only access to the company profile. Cannot access MyITSpend (Customers or Contracts) or manage users and roles. |
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View-only access to most company-related features and functions. Cannot view users or roles. |
MSP Customer Roles
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Role Name |
Role Description |
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Full access to manage all aspects, features, and functions with zero restrictions. |
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Can update company profile permissions, manage users, and roles. Cannot access MyITSpend (Contracts). |
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Can manage MyITSpend (Contracts) feature. View-only access to the company profile. Cannot manage users and roles. |
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View-only access to most company-related features and functions. Cannot view users or roles. |