1. Social Commerce Platform
  2. Roles and permissions
Reference

Who can do what in Social Commerce Platform

Decision rights for partner opportunity owners, creator coordinators and attribution reviewers.

Who can do what

Permissions by role
RoleShoppable post pipelineCreator attributionCreator reviewPartner relationshipsProposal and productsFollow-up and evidence
Partner ManagerEditViewViewEditEditEdit
Creator CoordinatorViewEditEditViewViewEdit
Attribution ReviewerViewApproveEdit——View
Sales OperationsEditEditEditEditEditEdit
AdminEditEditEditEditEditEdit

Each role in detail

Partner Manager

Owns partner accounts and opportunity progression through qualification, proposal and close.

Can

  • Manage Accounts, Contacts, Opportunities, opportunity lines, relationship activities
  • View creator attributions, operation receipts, review decisions

Starts on: Shoppable post pipeline

Creator Coordinator

Records creator attribution and follows up on creator activities linked to partner opportunities.

Can

  • Manage creator attributions, relationship activities, record attachments
  • View Accounts, Contacts, Opportunities, operation receipts

Starts on: Creator attribution drafts

Attribution Reviewer

Makes an independent decision on submitted creator attribution revisions.

Can

  • Manage review decisions
  • View creator attributions, Opportunities, record attachments

Reviews and approves

  • Approve creator attributions

Starts on: Attribution review queue

Sales Operations

Maintains product information, checks receipts and prepares reporting across organizations.

Can

  • Manage Products, operation receipts, team members
  • View Accounts, Opportunities, opportunity lines, relationship activities, creator attributions, review decisions

Starts on: Shoppable post pipeline

Admin

Sets organizational access and maintains staff and account setup.

Can

  • Manage Organizations, team members, Users, Accounts, Contacts, Products
  • View Opportunities, creator attributions, review decisions, operation receipts

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