1423 - RedApp user roles

Modified on Tue, 5 Aug at 1:10 PM

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 the 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.

Follow the steps below to create the appropriate users. Note that depending on your own role, you may not have access to all of these options.

Partner users

If you are a Partner Admin for your organisation, you will be able to create other Partner Admins as well as Partner Users for your organisation. In this example, for the partner TopLevelCompany, you would click the Add button on the RedApp home page and select Add users. From there, you can follow these steps.

Company users

If you are a Partner Admin, you can create company users (Company Admin, Company User or Company ViewOnly) for any company/customer assigned to you. Open the dashboard for the relevant company (from the list under Customers), expand the menu at the top right and select Add users. From there, you can follow these steps.

If you are a Company Admin, you can also create all three types of users for your own organisation. You would start on the RedApp home page, click the Add button at the top right and select Add users. From there, you can follow these steps.

You can also add users from your company dashboard, accessible from My Company in the sidebar.

Product users

If you are a Partner Admin, Partner User or Company Admin, you can also create a user for a single product offered by your organisation, by assigning the user the role Product User or Product ViewOnly. To do this, go to My Company on the RedApp home page.

Click the relevant product name in the sidebar.

On the product dashboard, click Add at the top right and select Add users.

To see the role of any user you have created, locate the user on the Manage Users page for that partner, company or product and look at the Role column.

Customising additional permissions

Furthermore, you can customise additional permissions for a user when creating that user, or at any point afterwards.

To customise permissions when creating a user: click Customise permissions at the bottom right in the Add users dialog.

To customise permissions for an existing user: locate the relevant user on the Manage users page and expand its menu. Select Edit user.

Then click Customise permissions at the bottom right.

The permissions options you see will vary based on the user's role. For example, for a View Only user, you will see the following:

For an Admin user, you will see the following:

Please ensure that the permissions you assign are appropriate for the relevant user.

Important note:

To be able to add a backup set, the user needs the following three permissions enabled: Products, Collections, Backup selections
To be able to edit a backup schedule, the user needs the following two permissions enabled: Folders, Backup schedules