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Topsort Documentation
changelog

Improve security and support

October 3, 2024

Roles and Permissions

With the introduction of Sales user roles, marketplace admins now have more control over access to sensitive information. Admin users can invite Sales users who will only have access to specific vendors. These Sales users can manage campaigns, view metrics, and top up wallets for their assigned vendors, without being able to access aggregated marketplace data, manage users, or modify marketplace settings.

Key benefits

  • Privacy: Limit access to resources for different users within the platform, maintaining data security.
  • Simplicity: Ensure users only see relevant views and options, creating a more streamlined experience.

How it works

A new Sales role has been introduced for marketplace users. In settings, Admin users can invite Sales users and assign them to specific vendors.

invite
select vendors

This sales users can:

  • Manage Campaigns: Create, read, update, and delete campaigns for assigned vendors.
  • Access Vendor-Specific Analytics: View dashboards and metrics for selected vendors only.
  • Top Up Vendor Wallets: Manage finances for the vendors they are assigned to.

They have a limited view of the platform.

dashboard

Topsupport

Topsort has prioritized improving the customer support experience. By integrating Jira’s help center service, a knowledge base, and AI tools, we’ve built a comprehensive Topsupport help center to better serve our clients and streamline issue resolution.

With this the customer experience is enhanced, and clients can find the help they need faster and more efficiently. A well-defined help center, FAQs, and AI integrations enable faster and more effective resolution of client issues.

How it works

You can now access the Topsupport Help Center through the following link: https://help.center.topsort.com/servicedesk/customer/portals

From here, you can:

  • Navigate the Knowledge Base: Browse through Topsort’s knowledge base to find answers to frequently asked questions.
knowledge base
  • Request Help: If your question isn’t answered by the knowledge base, contact the customer success team for general assistance or to request a demo.
ticker form