User Roles & Permissions In The Marketplace

Learn about the Administrator and Marketplace Manager roles on the Marketplace Platform and see a full breakdown of their permissions for managing users, connections, and account settings.

Overview

As your team grows, you need a secure way to delegate tasks. Marketplace Roles allow you to give team members the exact access they need—nothing more, nothing less.

Use this guide to understand the difference between an Administrator and a Marketplace Manager and assign roles with confidence.

What's Changed Last updated Oct 20, 2026 ▼

Oct 20, 2026 Updated

Added Partner Platform access permissions and request workflows for Administrators and Marketplace Managers.

The Roles

There are two primary user roles on the Marketplace Platform. Thinking of your account as a building can help make the distinction clear:

Administrator: Think of this as the building owner. They hold the master keys, control the building's finances, and decide who else gets access. This role has the highest level of permissions, intended for users who need to manage company settings, payments, and all other users.
Marketplace Manager: Think of this as the store manager. They can run day-to-day operations within their store (manage connections, pull reports) but can't change the building's locks or access the owner's financial office. This role is perfect for team members handling daily operations.

Permissions Breakdown

Use this table for a detailed breakdown of what each role can do.

Ability / Feature Access

Administrator

Marketplace Manager

Add or Remove Marketplace Managers

✅ Yes

Add or Remove Marketplace Connections

✅ Yes

View Reporting (All Connections)

✅ Yes

Edit Marketplace Profile

✅ Yes

Add or Edit Administrator Users

✅ Yes

❌ No

Manage Company Account Settings

✅ Yes

❌ No

Manage Payment Settings

✅ Yes

❌ No

API Access

✅ Default Access

🔒 Access must be granted by an Administrator

Manage Partner Platform Access

✅ Yes

🔒 Can request access from an Administrator

Heads Up! For the security of your account, no user has the ability to remove an Administrator. If you need to make changes to an Administrator user, please contact your Account Manager or email

marketplace@everflow.io

for support.

Who Gets Which Role?

Not sure who should get what role? Here are some common scenarios:

Assign the Administrator role to:
- The business owner or founder.
- Your head of finance or the person managing company payments.
- A trusted technical lead who needs to manage API keys.
Assign the Marketplace Manager role to:
- Program managers responsible for daily operations.
- Marketing team members who only need to pull performance reports.
- New hires who are learning the platform.

How To Add & Manage Users

Follow these steps to add new users to your account.

Navigate to Account -> User Accounts from the main menu on the left.

From the Manage User Accounts screen, click the User button in the top left corner.

In the window that appears, enter the new user's information and select their Role (Administrator or Marketplace Manager).

Click Add to finish.

To edit or view an existing user:

Navigate to Account -> User Accounts.

Find the user in the list and click the

menu on the right side of their row.

Select Edit to change their role or information.

Or select See User Details to simply review their current information and role.

Partner Platform Access

When your Marketplace account connects with an Advertiser, team members can access that Advertiser's Partner Platform directly without a separate login. Access depends on your role.

Administrators

Administrators can manage access for the entire team and automatically create accounts.

Global settings: In Company settings, set "Automatically create Partner Platform user accounts" to None, Administrators, or All. This applies to new connections and newly added users.

Managing access: Use the "Partner Platform User Accounts" tab to review pending requests, "Grant Access", or "Deny Access" for team members. You can also manage access per connection by selecting "Manage Partner Platform Access" from a row menu.

Entering platforms: On the Manage Connections screen, click "Enter Partner Platform". If you do not have an account yet, click "Create User Account".

Note

The user account that made the initial connection is protected and cannot be denied or deactivated.

Marketplace Managers

Marketplace Managers do not have automatic access and must request it from an Administrator.

Navigate to Manage Connections and find the active connection.

Click "Request Access" to send an email to your Administrators.

Once approved, you will receive an email and the button will change to "Enter Partner Platform". If the request is denied, it will show "Request Denied".

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