Manage user privileges

Privileges determine which areas of SCM a user can access and which actions the user can perform.

You can assign either:

• Client user privileges, which you create and configure for a client account.
• Predefined privileges, which Cleverbridge provides for common roles and technical use cases.

View privileges

In SCM, go to Settings > Privileges. The page displays the client user privileges configured for the selected client account.

note

For an organization with multiple client accounts, select the client account before managing its privileges.

Create a client user privilege

1. In SCM, go to Settings > Privileges.
2. Select the relevant client account, if applicable.
3. Click Add Client User Privilege.

Enter a name

On the Add Privilege page, enter a unique, descriptive name that reflects the purpose of the privilege.

Select features

In the Settings list, select the areas that users with this privilege can access. Expand groups to select individual features, or use Search in the Privilege tree to find a feature.

Assign permitted actions

For each selected feature, choose the actions that users can perform.

note

Selecting a top-level section selects all of its subitems. You can expand the section and adjust individual subitems as needed.

The available actions depend on the selected feature. Common permissions include:

• Read: Allows users to view information without changing it.
• Add: Allows users to create items.
• Edit: Allows users to change existing items.
• Delete: Allows users to remove items.
• Accept: Allows users to approve supported items, such as subscription quotes.

Save the privilege

Use one of the following options:

• Save and Close: Save the privilege and return to the privileges list.
• Save and Stay: Save the privilege and remain in the editor.
• Discard and Close: Discard the changes and close the editor.

After you save the privilege, you can assign it to users under Settings > Users.

For details, see Manage users.

Manage client user privileges

Use the search and filtering options in the Privileges grid to find existing privileges.

You can also filter by values such as Date modified.

Open the ... menu on a privilege row to perform one of the following actions:

• View details: Open a read-only view.
• Create copy: Create a new privilege based on the selected privilege.
• Edit: Update the name, feature access, or permitted actions.
• Delete: Permanently remove the privilege.

warning

Deleting a privilege is irreversible. Before deleting it, verify that it is no longer required by any users.

Manage columns

Click Manage columns to show or hide columns in the grid.

• Privilege ID: The system-generated identifier.
• Name: The display name used when assigning the privilege to users.
• Privilege type: The privilege category. Client-created privileges use the Client user type.
• Date modified: The date when the privilege was last updated.

Predefined privileges

Predefined privileges provide ready-to-use access for common roles. You can assign them to users, but you cannot modify them.

warning

Create a dedicated user account for the API User privilege. Do not assign additional privileges to that account.

Privilege	Description
Administrator	Provides full access to all features, including user management. API access is not included.
Affiliate Program Manager	Provides full access to affiliate management features, Link Generator, and Logbook.
API User	Provides full API access. Use this privilege for API-only service accounts.
ClientDocumentApiUser	Provides API access for managing client documents.
Customer Support	Provides full access to purchase-related features and Link Generator, and read-only access to product information and marketing campaigns.
Ecommerce Manager	Provides full access to all features except user management.
Financial / Accounting	Provides full access to reporting.
Key Account Manager	Provides full access to partner management features, Link Generator, and Logbook.
Marketing Manager	Provides full access to marketing features, reporting, and Link Generator, and read-only access to product information and purchase overviews.
Pdf Templating	Provides access to manage PDF template configurations.
Product Manager	Provides full access to product and delivery features.
Quality Assurance Manager	Provides read-only access to all features except reporting.
Reporting – Execute Power BI	Provides access to execute embedded Power BI reports without edit rights.
Top-Level Management	Provides full access to reporting and Link Generator, and read-only access to all other features.
Web Designer	Provides full access to web elements, marketing features, Link Generator, support contacts, product groups, web key generators, and products except pricing.

Assign a privilege to a user

In SCM, go to Settings > Users, add or edit a user, and select the required privilege on the Privileges tab.

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