User Roles & Profiles
Users & User Roles
Viewing Your PeakCommerce Users List
Your Users list gives you quick access to records for the customers, partners or employees who have access to your PeakCommerce account. To view your ...
Creating a New User
This article assumes PeakCommerce is your primary Customer identity access management platform using Auth0 as the IdP. For use cases where PeakCommerc...
Creating a New User, Secondary CIAM
To create a user in PeakCommerce, it is important to first create the user in your CIAM platform. This allows the information to be seamlessly passed ...
Editing a User
This article assumes PeakCommerce is your primary Customer identity Access Management (CIAM) platform using Auth0 as the IdP. For use cases where Peak...
Suspending Users
If an employee is terminated, or you revoke a customer's access, you might also want to suspend the record. Suspended users will still appear in the u...
Importing New Users
If you already have a list of your users from another database (for example, Salesforce.com, Excel, or another source), you can quickly enter data int...
Administrator Users
You can give PeakCommerce access to employees by assigning them the System Administrator or Global Administrator role. After you have set up employee...
User History
If multiple admins are working in and managing PeakCommerce, configurations can be changing without one's knowledge. In order to audit changes that ha...
Partner Users
You can give partners access by assigning them the appropriate role. Available roles may include the Partner Administrator or the Partner Account Exec...
Customer Users
Customer Users are accounts that have access to the Customer Hub. Customer access to your account is supported if you have the create an account permi...
Add a Partner Account Executive User
Partner Admins have the authority to incorporate new users into the Partner hub with the role of Partner Account Executive. This role equips individua...
Partner Administrator Role
APPLIES TO: PeakCommerce for Zuora, All Editions USER PERMISSION NEEDED: Global Administrator, System Administrator If a large cohort of PeakCommerce ...
User Roles
PeakCommerce offers several roles that control a functional part of the user experience. To access roles, login as an administrator to PeakCommerce. F...
Profiles & Permissions
User Profile Overview
Profiles serve to organize users, defining their customer journey and access permissions within PeakCommerce. Each user is assigned a profile alongsid...
Access Levels for Permissions
The following are general definitions of possible access levels for permissions. NONE - User doesn’t have access to existing information. The user ca...
My Account Permission Set
The profile settings under “My Account” manage what the user is able to do with their account information in the portal. It controls the visibility an...
My Subscriptions Permission Set
A user profile has a section for permissions related to the "My Subscriptions" tab in the Customer Self-Service Hub and the Partner Self-Service Hub. ...
Configurations Permission Set
The profile settings under “Configurations” control the a number of attributes to the customer experience for this cohort of customers. Configurations...
Pay Invoices Permission Set
Permissions that determine whether or not a user can pay invoices, and what payment methods are allowed to do so, are set on the Pay Invoices tab of a...
My Customers Permission Set
Overview Allows Administrators to change the permissions and settings of customer accounts Customer Settings Pay Invoice Permissions None: Prevents Cu...
Customer Search Permissions
Sales Reps, CSR's and Partner Account Executives who manage accounts through PeakCommerce now have the ability to use a search feature in replacement ...
Auto-Pay Permission
The control AutoPay permission is now available under the roles & permissions feature. We've added the ability to allow your end customers to turn on ...
Assign a Subscription Home Template to a Profile
APPLIES TO: All Products, All Editions USER PERMISSION NEEDED: Global Administrator, System Administrator Once custom Subscription Home templates have...