Permissions

In PlatformManager, permissions are assigned on the following levels:

For details on assigning the permissions see Account User Rights.

Global Permissions

Object

Access Level

Notes

Overview

Account List

Read



Instance List

Read


In addition, allows you to see a version history of any selected instance.

Instance Admin



See Instances Overview.

Partition List

Read


In addition, allows you to see a version history of any selected partition.

Integration List

Read


In addition, allows you to see a version history of any selected integration.

Nodes List

Read



Updates

Read



Servers

Read

Edit

For Edit only the Delete operation is available.

Instance Upgrades List

Read



Instance Upgrades Slots




Instance Dataloads Logs

Read



User management

Users

Read

Edit


Groups

Read

Edit


Business roles

Read

Edit


Asset groups

Read

Edit


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.
Can also force delete an IM instance in an inconsistent state.

Marketplace

Templates Management

Publish

Deploy /  Deploy snapshot

Allows to work with all packages and templates – even those restricted on the account level.

Non Approved (Packages)

Manage

Deploy/Use

With the Manage permission, users can access Templates Management where they can see the non-approved packages.

Offers

Create/Edit



Workflow

Default workflow 

Edit



Administration

Global Alerts

Edit

Read


Bulk user creation




loginAs_root




Versions Management



Provides access to the IntegrationManager Versions and Constants sections.

Feature flags 

Edit

Read


Asset Limit Management



Allows you to set a limit on the number of partitions or IM instances per project.

Admin activity logs


Read

Allows you to view the global Activity Log.

Enable Links Management



Allows you to edit ISV deep links (Administration > Constants > Enable Deeplinks).

Prospect Onboarding - can trigger prospect onboarding job



Provides access to the “Prospect Onboarding” section, enabling manual triggering of the self-service flow as an alternative to the primary SFX sync method.

Prospect Onboarding - can view prospect onboarding overview



Provides access to the “AI Agents prospect process” section, including an overview of all self-service flows and their statuses.


Create and set partition job - can trigger create and set partition job



Allows a user (or API token) to trigger a create-and-set-partition job via the public API POST /api/jobs/create-and-set-partition (used mainly by the Training team)

Account Permissions

Object

Access Level

Notes

Account


Edit


Also includes permission to manage account contacts and export servers.

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.

Account Activity Log

Read




Account Deployment

Read



Provides access to the Accelerators tab in Partition Overview with the list of all accelerators/templates deployed on the partition.

Account Token Management




Allows you to use the Account API Token section.

Account User Management





Account Workflow 


Edit



Agents deployment




A user with only the agents-deployment permission is redirected to the AI Agents home screen. Only super admins (power users) can grant the permission.

Alerts

Read

Edit


Assignment of the 'Alerts - edit' permission can be subject to an approval workflow. For details, see Workflows Tab.

Instance Upgrade




Allows requesting an instance upgrade.

Instance Availability Management




Allows you to hibernate, wake up, or schedule regular shutdowns for instances.

Data Tools

Read

Edit


(⚠️ Work in Progress) Enables the Data Tools section, providing access to the Data Validation Tool and management of shared files and mappers.

Deployed Templates Log

Read



For non-Pricefx users, the log shows records only for partitions/IMs that the users are entitled to view.

Event Orchestration

Read

Edit


Allows you to use Event Workflows.

Event Orchestration - read: Allows you to view a list of Workflows, Running Workflows, Schedulers, Logs. Only the Show Definition option is available in the Workflows three-dots menu (refer to Workflows | Three Dots menu).

Integration 



Allow create/delete

Once you assign this permission, the user automatically also gets the following permissions to be able to work with the instance: 

  • Integration Instance - Edit

  • Marketplace Templates - Deploy 

After a user submits a new IM instance, they are automatically assigned also the Integration - Git Manager permission.

Integration Dashboard Logs

Read




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.

Integration - Git Manager




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.

ISV Connections


Edit


  • Allows you to add, edit, and delete ISV Connections.

  • Grants access to the ISV Connections section, making the item visible in the menu.

  • Allows you to schedule ISV data mapping without requiring the Event Orchestration - edit permission for this specific action.

Marketplace Templates



Deploy

Allows deployment of Accelerators and Integration templates from the Marketplace.

Partition


Edit

Allow create/delete

Assignment of the Allow create/delete permission can be subject to an approval workflow. For details, see Workflows Tab.

Partition Activity Log

Read




Partition Admin - Events




Allows you to use Event Configurator.

The global permission Permission power user - can add any permission for his asset is required in order to set Partition Admin - Events.

Partition Calculation Engines


Edit


Provides access to Calculation Engines.

Partition Data Management


Edit

Use

The Data Management - use permission does not allow a user to create, edit, or delete the Data Downloads or Data Uploads.

Partition Data Upload



Import Users

Enables the “User” option in the Entity Type selector in the Data Upload.

Partition Events/Jobs

Read

Edit


With the Edit permission, you can view/edit the Partition Overview | Event Admin table.

Partition Feature Flags

Read

Edit



Reports

Read

Edit