User Roles
Assign appropriate user roles and access.
Last updated
Assign appropriate user roles and access.
Last updated
When adding a Team User or an Access User, you can choose their role & limit their access.
It is recommended to always have one or two Admin roles (Admins can add new users & create Workflows).
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.
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
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.