Skip to main content

Vendor MDF Roles

Updated over a week ago

Relevize supports two types of user roles for vendor organizations: Admin and MDF Viewer.

Role Types

Admin Users (Default)

  • Full access to all vendor features

  • Can create and manage MDF cards, activities, and templates

  • Can approve/reject partner activities and transactions

  • Can manage other users and settings

MDF Viewer Users

  • Read-only access to MDF features

  • Can view all activities, cards, and reports

  • Cannot issue cards, approve activities, or modify templates

  • Full access to other platform features (campaigns, partners, etc.)

Managing User Roles

Vendor admins can change user permissions from the Vendor Settings page:

  1. Go to Settings β†’ Users

  2. Find the user you want to modify

  3. Update their permission type between Admin and Viewer

Note: At least one admin user must remain in your organization.

Did this answer your question?