Master User for Distributors

This article describes the Master User feature in the RetailForce Portal. This feature allows users at the distributor level to automatically grant them access to all subordinate distributors.
 

Basics

A Master User is a user who is granted extended permissions on any distributor. These extended permissions result in:

• The user is automatically assigned to all subordinate distributors (recursively) .
• The user cannot be removed from subordinate distributors – removal is only possible on the distributor where the Master User permission was originally granted.
• If the user is removed from this distributor or the Master User permission is revoked, the user is automatically removed from all subordinate distributors .

Permission Inheritance

A Master User’s permissions are inherited from the root distributor to all subordinate distributors. On subordinate distributors, the permissions can optionally be adjusted. If no explicit permissions are stored on a subordinate distributor, the permissions of the parent distributor apply (hierarchically upward to the root distributor).

Inviting a Master User

To invite a new user as a Master User, proceed as follows:

Step 1: In the main menu (left), select the “Distributor” level.

Step 2: Select the desired distributor.

Step 3: In the Actions menu (on the right), click “Invite”.

Step 4: In the invitation window, enter the email address of the new user.

Step 5: Check the box "Invite user as master user for this distributor and all underlying distributors".

Step 6: Clicking the “Invite” button sends the invitation 
 

Display of Master Users in the User Overview

The “Active Users” table at the distributor level displays a user's Master User status. It distinguishes between the following user types:

Standard User – User without extended rights.

Inherited Master User – Users with extended rights that originate from a higher-level distributor. The user was automatically assigned through hierarchy inheritance.

Direct Master User – Users to whom the extended rights were assigned directly on this distributor. This distributor is the starting point for this user’s Master User access.

Removing Master Users

A Master User can only be removed on the distributor where the permission was originally granted. Removal is not possible on subordinate distributors.

When a Master User is removed from the source distributor, the user is automatically removed from all subordinate distributors.