Understanding user roles and permissions

Fortify has 4 layers of user roles and permissions: Organization admins, Vendor admins, Team admins, and Team members

Each of these user roles has progressively lower access to features and objects, where Organization admins have access to all features and objects within Fortify and Team members have access to only opportunities and accounts they create. Here's a breakdown of what each user can do:

Organization admin

Can create and manage all objects within Fortify, including:

• View and manage all opportunities
• View and manage all teams
• View and manage all team members
• View and manage all contacts
• View and manage all vendors
• View and manage all vendor admins
• View and manage all vendor programs

Vendor admin

Can create and manage all objects related to their vendor, including:

• View and manage all vendor opportunities
• View and manage all vendor teams
• View and manage all vendor team members
• View and manage all vendor admins

Vendor admins also have access to opportunities that are scoped to their vendor but not necessarily created by a member of the vendor's teams. This gives vendor admins comprehensive reporting on all transactions related to their vendor in Fortify.

Team admin

Can create and manage opportunities and client accounts related to their team, including:

• View and manage all opportunities related to their team
• View and manage all team members on their team

Team member

Can only create and manage opportunities of which they are the originator