After your Tackle account is set up, it's time to get your team involved. This article includes everything you need to invite new users to Tackle and manage their roles and permissions in your Tackle organization.
Note
You must have Administrator permissions to manage any other users or roles in your Tackle organization.
Manage Tackle user roles and permissions
Tackle manages permissions for your users through the role you've assigned them. You can create any number of roles in Tackle, and customize which features and vendor accounts users in each role can access. Additionally, Tackle comes with two pre-configured roles, User and Administrator, which have access to every vendor account in your organization, along with the following features:
User - This role can take most actions in Tackle, except for managing other Tackle users. Users have full access to the following Tackle features:
Co-Sell
Payments and Contracts
Integrations
Listings
Metering
Offers
Prospect
Settings
Administrator - This role has access to everything listed above, and can manage your other Tackle users as well. Only an Administrator can do the following:
Access the User Management feature in Tackle
Add users
Invite new users
Create roles
Assign multiple administrators and edit permissions
Manage existing users
Manage M2M applications used to access the Tackle public API
These pre-configured roles can help you get started, but as you continue to use Tackle, we recommend you graduate to assigning your users to customized roles.
Add or edit users in Tackle
You can invite users to your Tackle account via their email address, then assigning them to a role in your Tackle account to manage their account permissions.
Add a user
In Tackle, go to the left menu and click User management.
Click the Users tab.
Click Invite. A pop-up opens.
Enter the user email address.
Click the Select the user role drop-down menu and select a role from the list of roles you've created in your organization. Once you select a role, you'll see the accounts that role can access listed below.
When you’re done, click Send invite. This sends an email to the new user with a link to set up their new account.
Edit a user
In Tackle, go to the left menu and click User management.
Click the Users tab.
Find the user you want to edit and click the Pencil icon. A pop-up opens.
Edit the user profile as needed.
When you’re done, click Update.
Delete a user
In Tackle, go to the left menu and click User management.
Find the user you want to delete and click the Trash icon. A pop-up opens.
Click Delete to delete the user. This action cannot be undone. After you delete, the deleted user no longer appears on the Users list.
Create new custom roles
In your Tackle account, you can create customized user roles to pick and choose exactly what permissions and responsibilities you want to give to different groups of users within your organization. This customization, using a framework called Enhanced Role-Based Access Control (RBAC), ensures each user has the appropriate level of access, enhancing both your security and efficiency to fit your business needs.
Most businesses create custom Tackle roles based on the user's business persona. See a list of common use cases for custom roles.
Create a role
In the left menu and click User Management.
Click the Roles and permissions tab, then click Add role.
The role details opens.
Enter information for each field to create the role:
Role name - Give your role a unique name that’s descriptive and you can easily recognize. Once you create a name, you can search and use it for other users.
Account(s) - If your business uses more than one Tackle account together as an organization, use the Account(s) drop-down menu to choose one or more accounts that you want users in this role to receive access to. This is set to All accounts by default.
Permissions - Select one or more Tackle feature areas you want to assign to the role. Assigning an area allows the role to access this area. If an area is not selected, the role will not have permission to access that feature.
When you’re done, click Save. After the role is created, you can manage, including edit, your new and existing roles and permissions in the Roles and permissions tab.
Duplicate a role
You can duplicate existing roles to create new roles with similar permissions.
In Tackle, go to the left menu and click User Management.
Click the Roles and permissions tab.
Find the role you want to copy and click the Copy icon.
A copy of the existing role opens.
Add a role name and edit permissions as needed. Make sure to give your role a unique name different from the role you’re duplicating. The permissions can remain the same.
When you’re done, click Save. Learn more about creating a role and adding permissions.
Edit a role
Note: When you edit a role for a user, the new role will take effect when the user signs in to Tackle. If the user is already signed in when the edit takes place, the new role will be assigned when they are required to sign in again.
In Tackle, go to the left menu and click User Management.
Click the Roles and permissions tab.
Find the role you want to edit and click the Pencil icon.
The role details open.
Edit the role details as needed.
When you’re done, click Save to save your changes. All changes will apply to all the users assigned to the edited role.
Delete a role
Important
A role can only be deleted when it’s not assigned to any users. If it’s assigned, you will not be able to delete it until there are no users assigned to this role.
In Tackle, go to the left menu and click User Management.
Click the Roles and permissions tab.
Find the role you want to delete and click the Pencil icon. The role details open.
Click Delete. Once you delete, this action cannot be undone. A success message appears to let you know the role was deleted. The role will no longer appear in Roles & permissions.
Assign a role to new or existing users
To assign a role to a new user, follow the same steps as when adding a user. To assign a different role to an existing user, you can edit a user and select a new role. The user will receive access to all accounts and all permissions you've associated with that role.
A list of common custom Tackle roles
Tackle manages permissions for your users through their role. Along with the pre-defined roles User and Administrator, you can create custom roles to fine-tune your permissions for each user in your account. As you tailor these to fit specific responsibilities, think about personas you want to align them to. Here are some examples of personas and the roles and permissions that could fit specific needs.
Streamlined permissions for focused user access
It's important to give your broader organization access to reports and other metrics to evaluate your successes using Tackle. Here's an example of a persona that is common among most businesses, how they might use Tackle, and which permissions they'd require.
Persona: Finance
A Finance persona is often interested in transaction disbursement reconciliation and booking revenue. However, this role shouldn’t be able to charge customers. In this case, you’d create a role that looks like this:
Role name: Finance
Account(s): All Accounts (default)
Permissions: Marketplace reporting only
Data Feeds
Insights
Payments
Multi-cloud and multi-cloud account management
Tackle already aligns your activity across the cloud marketplaces: AWS, Google Cloud, and Microsoft. In Tackle, you can create roles and permissions and apply them to one or more of your additional global legal entities within each cloud. Here’s an example of a persona and the role and permissions you’d create to fit the business need.
Persona: Finance EMEA
This persona would need access to all reporting activity for their AWS accounts covering transactions for their EMEA legal entities only as the organization de-centralizes their finance teams. In this case, the role you’d create would look like this:
Role Name: Finance EMEA
Accounts:
Italy
Germany
France
UK
Permissions: marketplace reporting only
Data Feeds
Insights
Payments
Single account administrators in a larger organization
If your business uses several accounts as part of a multi-account organization, you can add new roles for users that specialize on a single account. For example, because the User and Administrator default roles are automatically added to every account in your organization, any users you add to one of those roles will have access to the entire organization. To replicate those permissions on a single account, you’ll need to create a new role focusing on that account.
Persona: Regional administrator
An account administrator for a single line of business, who can add and edit other users on a single account but cannot access other accounts within your Organization.
Role Name: UK Administrator
Accounts: UK
Permissions: (all)