You can create a customized package and apply the package to all the existing user roles in the Partner portal.
- In the Partner portal, click Role Customization.
- Click New Package.
- In the Role Customization Package Editor window, enter the following:
- Enter a Name and a Description for the new custom package.
- In the Roles pane, select a user role and click Add/Remove Privileges to customize the privileges for the selected role.
Note: You can only add or remove Deny Privileges, that is take away privileges from the system default. You cannot grant additional privileges to the role using this option.In the Assign Privileges window, select the features from the Available Deny Privileges and move them to the Selected Deny Privileges pane.Note: You can assign only Deny privileges to the user roles.Click OK.
- Repeat assigning privileges to the user roles in the Role Customization Package Editor window.
- Click Show Modified to filter and view the customized privileges. The changes to the privileges are highlighted in a different color.
- Click Create. The new package details are displayed in the Role Customization Packages window. You can click CSV to download the user role privileges of selected user role, in CSV format.
- To edit the privileges, click the link to the package or select the package and click Role Customization Package Editor window that opens, add or remove Deny privileges to the user roles in the package and click OK. . In the
What to do next
Select the customized package and clickto apply the customization available in the selected package to the existing user roles across the Partner portal.
You can edit the Deny privileges in an applied package whenever required. After modifying the privileges in the Role Customization Package Editor window , click OK to save and apply the changes to the user roles.