User type: Organization user
Organization type: Partner organization
Role: View Only/Full Access on Role Management
Roles and permissions determine which My OPSWAT features and information each member of your Partner Organization can access.
Partner organizations have the standard My OPSWAT roles plus additional partner permissions for workflows such as Deal Registration, MDF, customer license management, organization playbooks, and customer support cases.
Use this guide when you need to:
Understand what each built-in role can do
Decide which role to assign to a team member
Understand why a partner feature is not visible
Create a custom role where supported
Built-in roles for Partner Organizations
Role | Best suited for |
|---|---|
Super Admin |
|
Admin | Has full control over all organizational functions, except assigning MDF Admin role to other users. |
User | Have view-only permission to all data of the organization |
MDF Admin | Has full control over all organizational function, except user management |
Partner User | Have view-only permission to all data of the organization, plus ability to submit a deal and manage partner resources. |
MDF availability: MDF capabilities are available only to eligible OPSWAT Preferred Partners enrolled in the MDF Program
Key partner permissions
Partner Portal
Permissions control whether users can:
Submit their own deals
View deals across their organization
Access MDF
View or manage organization playbooks
Customer License Management
The License Management - Customer Organizations permission controls access to licenses belonging to assigned customers.
Depending on the permission level, users may be able to view customer licenses, review license history, access customer and partner notes, export active deployment information, or edit partner notes.
Support for Partners
The Support Service - Customer Cases permission controls whether users can view or submit support cases on behalf of assigned customers.
Customer Hardware
The relevant Hardware Orders permission controls access to customer hardware associated with the customers your Partner Organization serves.
Managing roles
Users with the appropriate Role Management permission can manage roles from: My Organization > Roles
Super Admin | Admin | User | MDF Admin* | Partner User | |
|---|---|---|---|---|---|
Number of users | 1 | Multiple | Multiple | Multiple | Multiple |
Super Admin ownership | Can transfer to another Admin | None | None | None | None |
Role Object | Permissions | ||||
Critical Alerts | Full Access | Full Access | View Only | Full Access | View Only |
Event History | View Only | View Only | View Only | View Only | View Only |
License Management | Full Access | Full Access | View Only | Full Access | View Only |
License Management - Sub Organizations | Full Access | Full Access | None | Full Access | None |
Hardware Orders - Organization Hardware | View Only | View Only | View Only | View Only | View Only |
Hardware Orders - Customer Hardware | View Only | View Only | View Only | View Only | View Only |
License Management - Customer Organizations | Full Access | Full Access | None | Full Access | View Only |
Organization General Information | Full Access | Full Access | View Only | Full Access | View Only |
Role Management | Full Access | Full Access | View Only | View Only | View Only |
Role Management - Sub Organizations | View Only | View Only | None | View Only | None |
Security Management | Full Access | Full Access | View Only | Full Access | View Only |
Support Service - Organization Cases | Full Access | Full Access | View Only | Full Access | View Only |
Support Service - Customer Cases | Full Access | Full Access | View Only | Full Access | View Only |
Support Service - RMA Cases | Full Access | Full Access | View Only | Full Access | View Only |
User Management | Full Access | Full Access | View Only | View Only | View Only |
User Management - Sub Organizations | Full Access | Full Access | None | View Only | None |
Super Admin | Admin | User | MDF Admin | Partner User | |
Channel Partner Portal Role Object | |||||
Channel Partner Portal - Deal Management | Full Access | Full Access | View Only | Full Access | Full Access |
Channel Partner Portal - MDF ** | Full Access | Full Access | View Only | Full Access | View Only |
Channel Partner Portal - Organization Playbook | Full Access | Full Access | View Only | Full Access | Full Access |
(*) Only Super Admin can assign the MDF Admin role
(**) MDF Admin role and Channel Partner Portal - MDF role object is only visible only to OPSWAT Preferred Partners enrolled in the MDF Program. To request enrollment, please contact your dedicated Channel Manager.
Create a Custom Role
If you have Full Access to Role Management, you can create, modify, or delete roles tailored to your organization's needs
Login to My OPSWAT Portal
Navigate to My Organization > Roles
Click on the "Add Role" button to create a new user role.
Give the new role a Name and a Description (optional).
Adjust the None, View Only or Full Access permissions as desired for each role object.
Default permission for Channel Partner Portal Role Objects will be NONE for custom role and cannot be edited, except for Channel Partner Portal - Organization Playbook
Role Objects & Permissions
In addition to the standard role objects, partner organizations have access to the following:
Role Objects | None | View Only | Full Access |
|---|---|---|---|
Channel Partner Portal - Deal Management Applies to Partner Portal > Deal Registration tab | No access | View all deal registrations submitted by your organization | Access the page and Register New Deal |
Channel Partner Portal - MDF Applies to Partner Portal > Marketing Development Funds tab Please note This role object is only visible only to OPSWAT Preferred Partners enrolled in the MDF Program. To request enrollment, please contact your dedicated Channel Manager. | No access | Access the page and view all MDF submitted by your organization | Includes View Only permissions and adds the ability to Request New Fund. |
Channel Partner Portal - Organization Playbook Applies to Partner Portal > Resources > Playbooks tab | View playbooks shared by your organization | Create, edit, and delete organization playbooks | |
License Management - Customer Organizations Applies to License Management > Customer Licenses and Customer contracts tab | No access | View licenses of the customer's organization, including functions like Active License, See Full License History, View Organization's MetaDefender Cloud License, See Customer Note and Partner Note. | Includes View Only permissions and adds the ability to Download Active Deployment Report, Edit Partner Note. |
License Management - Customer Organizations Applies to Hardware Orders > Customer Hardware | No access | View your customers' hardware inventory and orders. | |
Support Service - Customer Cases Applies to Partner Organization has at least one linked customer with a Preferred Partner relationship | No access | View cases submitted on behalf of customers by other users within the organization | Log cases on behalf on assigned customers |
Support Service - RMA Cases Applies to Partner Organization has Hardware Orders module | No access | View RMA cases | Log RMA cases on behalf of customers |
Can't see a feature?
Check these three things first:
You are currently in the correct Partner Organization.
Your Partner Organization is eligible for the capability.
Your assigned role includes the required permission.
Related capabilities: Onboarding | Partner Portal | Customer License Management | Support for Partners