User Roles

Assign appropriate user roles and access.

When adding a Team User or an Access User, you can choose their role & limit their access.

User Role Types

Role

Description

Agent

Full access. Can add new team members, create groups & create workflows. Can reassign the Agent role (only one Agent per account).

Admin

Full access. Can add new team members, create groups & create workflows.

Publisher

Limited access. Can author & publish content, but can't manage users & groups.

Analyser

Very limited access. Only has access to analytics.

Data Privacy

Access to data privacy checks. Only has access to Analytics, Groups, Data Compliance.

Support

Receives & handles tickets from customers linked to this account.

It is recommended to always have one or two Admin roles (Admins can add new users & create Workflows).

User Access Levels

Feature

Agent

Admin

Support

Publisher

Analyser

Full

Full

Full

Full

Deny

Full

Full

Full

Full

Full

Full

Full

Full

Full

Full

Full

Full

Full

Deny

Deny

Full

Limited

Full

Deny

Deny

Full

Full

Deny

Full

Deny

Only the Agent can re-assign the Agent role. Only the Admin role can create Workflows.

Important! Limiting a Team or Access User's access to certain groups will affect their ability to edit and means they only see analytics for those groups.

Analytical data of users who are not part of any groups (because they accessed public content) will also be omitted.

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