Ops-level user types are external users who need to have admin-level permissioning across the entire partner they belong to.

Releases

Viewing Hierarchy, Logo, & Products Oct 15, 2025

Table of Contents

1 Overview
2 Creating a New Ops User
3 Permissions
- 3.1 Permissions Not Included
- 3.2 Partner Admin Users
- 3.3 Hierarchies, Logos, & Products

Overview

Ops users can see all proposals, orders, and reports for their partner and all underlying divisions. Depending on the permissions enabled, they can also manage users, see their partner hierarchy, and rate cards.

Creating a New Ops User

Only specific Admin users in Ui.Marketing can create users. Typically, this is handled by our Support team.

Do not update a user unless working with Support. The articles below are just to showcase the process and what it looks like.

Permissions

After creating a new user, you can edit that user’s permissions. Ops-level users have access to the following permissions:

Orders:
- Order Submission
- Manage Owned Order Line Items
Presale:
- Allow Custom CSPM
- Change Requestor
- Proposal Submission
Reports

Users
Hierarchies:
- Manage External Integrations
- View Products
Additional Resources:
- Hide Help Center
- Hide Academy
- Hide Chat Widget

Learn more about all permissions here.

Permissions Not Included

Not Included

Managing hierarchies
Managing products
Managing users
Division-level users viewing hierarchies/products

Partner Admin Users

Partner admin users are simply Ops-level users with the Users permission toggled on. These users should be the “admin” for their partner and their hierarchy. While this full feature is not yet released, it allows partners more control over their Ui.Marketing account and users.

Learn more here.

Hierarchies, Logos, & Products

Ops-level users can also have the Hierarchies permission group enabled, which allows these users to see their partner hierarchy and edit logos. With the View Products permission under Hierarchies, ops users can view enabled products with retail rates.

Enable Hierarchies Permission Group

Viewing Hierarchies & Editing Logos as an Ops User

View Products Permission

An Ops user with the View Products permission can view enabled product information about products accessible to their Partner and Divisions.

Only enabled products and retail rates are shown.

Wholesale rates and highlighted columns are omitted from the Ops-level view.

Ops Users Walkthrough