NB: This article is applicable to Vaults with a split of sell side and buy side.
Navigate to Sell side and select New seller role.
When creating a seller role you can:
- Determine the role type
- Determine the role name
- Add report permissions
- Determine the role type
The seller roles that can be created are Content Admin and Project Admin. The Vault Admin is a default role.
- Determine the role name
The role name is not directly disclosed to the users in the role, but will be shown in the reports.
- Add report permissions
Once these permissions are granted users in this role can run activity reports on the activities by their role members and the users of lower roles. A Project Admin can see its own activities, and the activities of users in Content Admin and End User roles. A Content Admin can see its own activities, and the activities of users End User roles.