In PlatformManager, permissions are assigned on the following levels:
For details on assigning the permissions see Account User Rights.
Global Permissions
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Object |
Access Level |
Notes |
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Overview |
Account List |
Read |
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Instance List |
Read |
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In addition, allows you to see a version history of any selected instance. |
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Instance Admin |
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See Instances Overview. |
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Partition List |
Read |
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In addition, allows you to see a version history of any selected partition. |
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Integration List |
Read |
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In addition, allows you to see a version history of any selected integration. |
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Nodes List |
Read |
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Updates |
Read |
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Servers |
Read |
Edit |
For Edit only the Delete operation is available. |
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Instance Upgrades List |
Read |
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Instance Upgrades Slots |
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Instance Dataloads Logs |
Read |
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User management |
Users |
Read |
Edit |
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Groups |
Read |
Edit |
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Business roles |
Read |
Edit |
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Asset groups |
Read |
Edit |
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Permissions power user |
Can add any permission for their asset. This permission can be assigned only to users with Pricefx.com or Pricefx.eu domains.
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Marketplace
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Templates Management |
Publish |
Deploy / Deploy snapshot |
Allows to work with all packages and templates – even those restricted on the account level. |
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Non Approved (Packages) |
Manage |
Deploy/Use |
With the Manage permission, users can access Templates Management where they can see the non-approved packages. |
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Offers |
Create/Edit |
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Workflow |
Default workflow |
Edit |
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Administration
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Global Alerts |
Edit |
Read |
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Bulk user creation |
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loginAs_root |
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Versions Management |
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Provides access to the IntegrationManager Versions and Constants sections. |
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Feature flags |
Edit |
Read |
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Asset Limit Management |
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Allows you to set a limit on the number of partitions or IM instances per project. |
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Admin activity logs |
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Read |
Allows you to view the global Activity Log. |
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Enable Links Management |
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Allows you to edit ISV deep links (Administration > Constants > Enable Deeplinks). |
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Prospect Onboarding - can trigger prospect onboarding job |
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Provides access to the “Prospect Onboarding” section, enabling manual triggering of the self-service flow as an alternative to the primary SFX sync method. |
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Prospect Onboarding - can view prospect onboarding overview |
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Provides access to the “AI Agents prospect process” section, including an overview of all self-service flows and their statuses. |
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Create and set partition job - can trigger create and set partition job |
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Allows a user (or API token) to trigger a |
Account Permissions
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Object |
Access Level |
Notes |
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|---|---|---|---|---|
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Account |
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Edit |
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Also includes permission to manage account contacts and export servers. |
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Account Accelerators |
See |
Deploy |
Manage |
Restricts access to Accelerators that are owned by a specific account. The permission Manage allows users to see the Accelerators in Templates Management, Deployed Templates and Failed Deployments. It includes the permission to deploy as well. If an Accelerator has no ownership assigned in Salesfx, it is treated as Pricefx-owned and is accessible only with global rights. |
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Account Activity Log |
Read |
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Account Deployment |
Read |
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Provides access to the Accelerators tab in Partition Overview with the list of all accelerators/templates deployed on the partition. |
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Account Token Management |
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Allows you to use the Account API Token section. |
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Account User Management |
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Account Workflow |
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Edit |
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Agents deployment |
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A user with only the |
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Alerts |
Read |
Edit |
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Assignment of the 'Alerts - edit' permission can be subject to an approval workflow. For details, see Workflows Tab. |
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Instance Upgrade |
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Allows requesting an instance upgrade. |
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Instance Availability Management |
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Allows you to hibernate, wake up, or schedule regular shutdowns for instances. |
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Data Tools |
Read |
Edit |
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(⚠️ Work in Progress) Enables the Data Tools section, providing access to the Data Validation Tool and management of shared files and mappers. |
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Deployed Templates Log |
Read |
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For non-Pricefx users, the log shows records only for partitions/IMs that the users are entitled to view. |
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Event Orchestration |
Read |
Edit |
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Allows you to use Event Workflows.
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Integration |
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Allow create/delete |
Once you assign this permission, the user automatically also gets the following permissions to be able to work with the instance:
After a user submits a new IM instance, they are automatically assigned also the Integration - Git Manager permission. |
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Integration Dashboard Logs |
Read |
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Integration Instance |
Read |
Edit |
Admin |
Admin contains all of the Edit permissions + allows you to transport code between environments and set the advanced memory sizing options when creating a new IM. |
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Integration - Git Manager |
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Allows you to manage access to a Git repository where the integration code is stored. This permission is automatically assigned after a user submits a new IM instance. |
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ISV Connections |
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Edit |
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Marketplace Templates |
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Deploy |
Allows deployment of Accelerators and Integration templates from the Marketplace. |
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Partition |
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Edit |
Allow create/delete |
Assignment of the Allow create/delete permission can be subject to an approval workflow. For details, see Workflows Tab. |
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Partition Activity Log |
Read |
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Partition Admin - Events |
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Allows you to use Event Configurator. The global permission |
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Partition Calculation Engines |
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Edit |
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Provides access to Calculation Engines. |
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Partition Data Management |
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Edit |
Use |
The |
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Partition Data Upload |
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Import Users |
Enables the “User” option in the Entity Type selector in the Data Upload. |
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Partition Events/Jobs |
Read |
Edit |
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With the Edit permission, you can view/edit the Partition Overview | Event Admin table. |
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Partition Feature Flags |
Read |
Edit |
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Reports |
Read |
Edit |
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