Roles and Responsibilities

Overview

To maintain clarity, accountability, and security across the platform, we have defined a structured roles and responsibility matrix. This matrix outlines what actions different user roles are permitted to perform within each module of the platform.

The table below helps users and administrators understand:

• Who has access to which features and controls.
• What each role can and cannot do, promoting better governance.
• How responsibilities are distributed across Customer Admins, Users, and Publishers.

Understanding this matrix ensures that permissions are granted appropriately, reducing the risk of unauthorized access or accidental changes.

Roles Defined

• Customer Admin: Has full administrative control. Responsible for managing licenses, users, roles, and high-level platform configurations.
• User: A general end-user with access to consume services but limited to non-administrative actions.
• Publisher: A role focused on managing and publishing content or assets (e.g., documents, datasets, or APIs) within the platform.

Module	Action	Customer Admin	User	Publisher
Admin Panel	Add Users	Yes	No	No
	User Access Management	Yes	No	No
	Remove Users	Yes	No	No
	Manage Organizations(Add/Remove etc)	Yes	No	No
	Manage Own Organization Details	Yes	No	No
	Manage Own Account	Yes	Yes	Yes
	Manage Billing(Updations)	Yes	No	No
	Access Admin Panel	Yes	No	No
Centralized Logs	View/Export Logs	Yes	Yes	Yes
	Access Logs	Yes	Yes	Yes
Contract Reports	View/Upgrade/Downgrade Contracts	Yes	No	No
	Access Contract Reports	Yes	No	No
Credits	Manage Credits	No	No	No
	View Credit Balance	Yes	Yes	Yes
Dashboard	View Requests	Yes	Yes	Yes
	Approve Requests	Yes	No	No
	View Pending Approvals	Yes	No	No
Banner notification for maintenance/deployments	Manage Maintenance/Deployment Banners	No	No	No
	View Maintenance/Deployment Banners	Yes	Yes	Yes
Digital Assistant	Access Digital Assistant	Yes	Yes	Yes
	Add/Remove New Templates	Yes	Yes	No
Feedback	View Feedback	Yes	Yes	Yes
	Submit Feedback	Yes	Yes	Yes
Help & Support	Access Support and Ticketing	Yes	Yes	Yes
	Manage Support Tickets(Reopening the tickets, Adding comments etc)	Yes	No	No
	Create Support Ticket and Adding comments	Yes	Yes	Yes
Knowledge management	Manage Artifacts(Upload, Rename, Delete etc)	Yes	Yes	Yes
Marketplace	Browse Marketplace Items	Yes	Yes	Yes
	Manage Purchases(Raise a request, Delete Request etc)	Yes	Yes	No
	View Item Information	Yes	Yes	Yes
	Manage Wishlist	Yes	Yes	Yes
	Publish Items	No	No	Yes
	Manage Item Pricing	No	No	Yes
	Edit and Create Item Versions	No	No	Yes
	View Analytics(Like no of purchases, earnings etc)	Yes	No	Yes
	Communicate with Sellers	Yes	Yes	Yes
	Access Publisher Dashboards	Yes	No	Yes
	Onboard as Publisher	Yes	No	No
	Upgrade to Publisher Tier	Yes	No	Yes
	Purchase Publisher Tier	Yes	No	Yes
	Manage Publisher Seats	Yes	No	No
	Access Basic Analytics(Views, Purchases, Highest rated etc)	Yes	Yes	Yes
	Access Advanced Analytics(Most clicks, Earnings, Engagements etc)	Yes	No	Yes
	Track Earnings	Yes	No	Yes
	Generate Invoices	Yes	No	No
	Access Organization Wallet	Yes	No	No
	Manage Cart	Yes	Yes	No
	Create Purchase Requests	Yes	Yes	No
	Approve Purchase Requests	Yes	No	No
	Approve Publishing Requests	No	No	No
	Item Details	Yes	Yes	Yes
	Add and Review and Ratings	Yes	Yes	Yes
	Contact Seller	Yes	Yes	Yes
	View Shared Items	Yes	Yes	Yes
	View Platform Policies	Yes	Yes	Yes
Projects	Project Archival	Yes	Yes	No
	Project Backup	Yes	Yes	No
	Project Hierarchy	Yes	No	No
	Edit Project(Users, Description, Regions)	Yes	Yes	No
	View Project Details	Yes	Yes	Yes
	Create/Delete/Archive Projects	Yes	No	No
	Create/Delete/Modify Folders	Yes	No	No
	Add Services	Yes	Yes	No
	Approve Project Requests	Yes	No	No
Registration for users	User Registration	Yes	Yes	Yes
	User Onboarding For New Org(Approval)	No	No	No
	User Onboarding For Existing Org(Approval)	Yes	No	No
	Adding user to multiple Orgs	Yes	No	No
Reports	View Cost Reports	Yes	No	No
	View User Reports	Yes	No	No
	Generate Organization Reports	Yes	No	No
	Generate Platform Reports(for all orgs)	No	No	No
Search	Perform Search	Yes	Yes	Yes
Security Reports	View Security Reports	Yes	No	No
	View Security Dashboard	Yes	No	No
	Access Security Reports	Yes	No	No
System	Manage Roles and Permissions	Yes	No	No
	View Own Logs	Yes	Yes	Yes
	Export Logs	Yes	No	No
	Manage Notifications	Yes	Yes	Yes
	Contact Support	Yes	Yes	Yes
Tags	Manage Tags(Creation, Merging Duplicates, Removal tags etc)	Yes	Yes	Yes
Licensing, Invoicing, Transactions and Orders	Manage Transactions	Yes	No	No
	View Transactions History	Yes	Yes	No
	Manage Orders	Yes	No	No
	View Order History	Yes	Yes	Yes
	View Invoice Details	Yes	No	No
	Manage Invoices(Generation, Dispute raising, Exporting, Payments etc)	Yes	No	No
	Add Cost to Invoice	Yes	No	No
	Manage Licenses	Yes	Yes	Yes
	Manage Subscription Accounts(Seats)	Yes	Yes	No

A clearly defined roles and access structure is essential for maintaining platform integrity, operational efficiency, and security. This matrix not only clarifies who can do what, but also supports accountability and helps prevent unauthorized actions.

By aligning user roles with specific responsibilities:

• Teams can collaborate more effectively without confusion or overreach.
• Platform administrators can ensure compliance with internal policies and external regulations.
• The organization minimizes operational risk while empowering the right users with the right capabilities.
• We recommend reviewing role assignments periodically and adjusting as team structures or platform needs evolve.

If you require custom roles or exceptions, please contact your support team for review and approval by raising a ticket from here.