When creating a new user on the RedApp, you can assign that user access and permissions relating to certain companies (customers) and/or products. Note that the term "companies" in the RedApp also includes other types of customer organisations, such as schools.
Depending on what you give a user access to, they will have one of the following roles:
- Partner Admin: can manage all companies (including their own, e.g. creating other partner users) and products assigned to them
- Partner User: can manage all companies and products assigned to them
- Company Admin: can manage their own company (e.g. creating other company users) and all products assigned to their company
- Company User: can manage all products assigned to their company
- Company ViewOnly: can view all products assigned to their company
- Product User: can manage one product assigned to their company
- Product ViewOnly: can view one product assigned to their company
A summary of the various roles can be seen in the table below.
| Action | Partner Admin | Partner User | Company Admin | Company User | Company ViewOnly | Product User | Product ViewOnly |
|---|---|---|---|---|---|---|---|
| Add users | Yes | Yes | Yes | No | No | No | No |
| View users | Yes | Yes | Yes | No | No | No | No |
| Edit users | Yes | Yes | Yes | No | No | No | No |
| Manage Marketplace | Yes | No | No | No | No | No | No |
| Add products | Yes | Yes | Yes* | No | No | No | No |
| Edit products | Yes | Yes | Yes | No | No | No | No |
| Remove products | Yes | Yes | Yes* | No | No | No | No |
| Add partner | Yes | No | No | No | No | No | No |
| Edit partner | Yes | No | No | No | No | No | No |
| Remove partner | Yes | No | No | No | No | No | No |
| Add customer | Yes | Yes | No | No | No | No | No |
| Edit customer | Yes | Yes | No | No | No | No | No |
| Remove customer | Yes | Yes | No | No | No | No | No |
| Add policies | Yes | Yes | Yes | No | No | No | No |
| Edit policies | Yes | Yes | Yes | No | No | No | No |
| Remove policies | Yes | Yes | Yes | No | No | No | No |
| Add collections | Yes | Yes | Yes | No | No | No | No |
| Edit collections | Yes | Yes | Yes | No | No | No | No |
| Remove collections | Yes | Yes | Yes | No | No | No | No |
| Add folders (groups) | Yes | Yes | Yes | No | No | No | No |
| Edit folders | Yes | Yes | Yes | No | No | No | No |
| Remove folders | Yes | Yes | Yes | No | No | No | No |
| Add backup selection | Yes | Yes | Yes | Yes | No | Yes | No |
| Edit backup selection | Yes | Yes | Yes | Yes | No | Yes | No |
| Add backup schedule | Yes | Yes | Yes | Yes | No | Yes | No |
| Edit backup schedule | Yes | Yes | Yes | Yes | No | Yes | No |
| Recover data | Yes | Yes | Yes | Yes | No | Yes | No |
| Delete data | Yes | Yes | Yes | Yes | No | Yes | No |
| View suspicious files | Yes | Yes | Yes | Yes | No | Yes | No |
| Manage suspicious files | Yes | Yes | Yes | Yes | No | Yes | No |
| Use remote access | Yes | Yes | Yes | No | No | No | No |
| Read audit trail | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Configure 2FA | Yes | Yes | Yes | No | No | No | No |
| Manage email notifications | Yes | Yes | Yes | Yes | No | Yes | No |
| Add trials | Yes | Yes | Yes | No | No | No | No |
| View estimated cost | Yes | No | Yes* | No | No | No | No |
| Remove seats | Yes | Yes | Yes | No | No | No | No |
| View seats | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Add company policy** | Yes | No | No | No | No | No | No |
| Edit company policy | Yes | No | No | No | No | No | No |
| Remove company policy | Yes | No | No | No | No | No | No |
| View company policy | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| View sign-on providers | Yes | Yes | Yes | Yes | Yes | No | No |
| Add sign-on providers | Yes | No | Yes | No | No | No | No |
| Edit sign-on providers | Yes | No | Yes | No | No | No | No |
| Remove sign-on providers | Yes | No | Yes | No | No | No | No |
| View RedApp integrations*** | Yes | No | No | No | No | No | No |
| Edit RedApp integrations | Yes | No | No | No | No | No | No |
| Remove RedApp integrations | Yes | No | No | No | No | No | No |
| Add RedApp integrations | Yes | No | No | No | No | No | No |
| Add bundles | Yes | No | No | No | No | No | No |
| Edit bundles | Yes | No | No | No | No | No | No |
| View bundles | Yes | No | No | No | No | No | No |
| Remove bundles | Yes | No | No | No | No | No | No |
*Direct customers only
**This action currently refers to the company's Microsoft 365 retention policy.
***Current integration options include the RedAPI, ConnectWise, and Backup Radar.
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