Skip to content

User Roles

POC Manager uses role-based access control to manage permissions. Understanding your role is essential to using the platform effectively.

Role Hierarchy

graph TD
    A[Platform Admin] --> B[Tenant Admin]
    B --> C[Administrator]
    C --> D[Sales Engineer]
    D --> E[Customer]

Platform Admin

Who: System administrators who manage the entire platform

Permissions

  • ✅ Create and manage tenants
  • ✅ View all tenant data
  • ✅ Configure platform settings
  • ✅ Access all features

Common Tasks

  • Creating new tenants
  • Managing tenant subscriptions
  • Platform configuration
  • System monitoring
  • Tenants page
  • All dashboard features

Learn more about Platform Admin tasks →

Tenant Admin

Who: Administrators who manage a specific tenant organization

Permissions

  • ✅ Manage users within their tenant
  • ✅ Invite new users (Administrators, Sales Engineers)
  • ✅ Configure tenant settings
  • ✅ Manage branding and integrations
  • ❌ Cannot access other tenants

Common Tasks

  • Inviting and managing users
  • Setting up integrations (Slack, Jira, etc.)
  • Configuring tenant branding
  • Managing tenant settings
  • Users page
  • Settings page
  • Dashboard

Learn more about Tenant Admin tasks →

Administrator

Who: Team members who create POC templates and manage the POC library

Permissions

  • ✅ Create and manage task templates
  • ✅ Create and manage task group templates
  • ✅ Add resources to templates
  • ✅ View all POCs in their tenant
  • ❌ Cannot manage users
  • ❌ Cannot invite customers

Common Tasks

  • Creating reusable task templates
  • Organizing task groups
  • Adding resources (links, code, docs) to tasks
  • Maintaining POC template library
  • Task Templates page
  • POCs page
  • Dashboard

Learn more about Administrator tasks →

Sales Engineer

Who: Team members who create and manage POC engagements with customers

Permissions

  • ✅ Create new POCs
  • ✅ Invite customers to POCs
  • ✅ Add and manage tasks
  • ✅ Update task status
  • ✅ Add comments (internal and external)
  • ✅ Generate POC documents
  • ✅ View and manage their POCs
  • ❌ Cannot create task templates
  • ❌ Cannot manage users

Common Tasks

  • Creating POCs for customer engagements
  • Inviting customers to participate
  • Managing tasks and tracking progress
  • Adding resources and documentation
  • Generating reports
  • Communicating with customers
  • POCs page
  • POC detail pages
  • Dashboard

Learn more about Sales Engineer tasks →

Customer

Who: External users participating in a POC engagement

Permissions

  • ✅ View POC details
  • ✅ View assigned tasks
  • ✅ Add external comments
  • ✅ Mark tasks as complete (from their perspective)
  • ✅ View resources
  • ✅ Generate POC documents
  • ❌ Cannot edit POC details
  • ❌ Cannot create tasks
  • ❌ Cannot see internal comments
  • ❌ Limited to their assigned POCs

Common Tasks

  • Viewing POC progress
  • Providing feedback on tasks
  • Adding comments
  • Reviewing resources
  • Completing assigned tasks
  • POC view (read-only with comment capability)
  • Dashboard (limited view)

Learn more about Customer tasks →

Role Comparison

Feature Platform Admin Tenant Admin Administrator Sales Engineer Customer
Manage Tenants ✅ ❌ ❌ ❌ ❌
Manage Users ✅ ✅ ❌ ❌ ❌
Create Templates ✅ ✅ ✅ ❌ ❌
Create POCs ✅ ✅ ✅ ✅ ❌
Invite Customers ✅ ✅ ✅ ✅ ❌
Manage Tasks ✅ ✅ ✅ ✅ ❌
View POCs ✅ ✅ ✅ ✅ Limited
Add Comments ✅ ✅ ✅ ✅ External only
View Internal Comments ✅ ✅ ✅ ✅ ❌

Determining Your Role

To check your role:

  1. Look at the navigation menu items available to you
  2. Check your profile settings
  3. Ask your tenant administrator

Need Different Permissions?

If you need access to features not available in your current role, contact your tenant administrator to discuss role changes.