Manage Team: Roles & Permissions
Add team users, assign roles and limit access
Last updated
Add team users, assign roles and limit access
Last updated
Your team consists of platform users. You can set team users that need to have access to your account to perform various roles.
A user can have one or more User Roles, and permissions can be adjusted as needed. Customise the default permissions for each role by allowing or denying access to each available feature.
The Agent has full access - this is the master role. An account only has one Agent. The Agent can add new users, create groups, and create workflows. Only the Agent can reassign the Agent role.
The Admin has full access. Admins can add new team members, create groups and create workflows. It is recommended to always have two Admin roles.
The Support Role has access to support tickets submitted on from other team members and, where applicable, from linked accounts. The Support Contact can also escalate issues to the Platform Operator via .
The Publisher has limited access. The Publisher role can author & publish content, but can't manage users & groups.
The Analyser only has access to analytics.
The Data Privacy role only has enough access to do data privacy checks. This role only has access to Analytics, Groups, and Data Compliance.
Team or Access? Users are either part of your internal team, or they are external users who have been given access to your account. When adding either a Team User or an Access User, you can choose their role and set their access permissions.
Authoring
Yes
Yes
Yes
Yes
No
Analytics & Trends
Ye
Yes
Yes
Yes
Yes
Marketplace
Yes
Yes
Yes
Yes
Yes
Groups
Yes
Yes
Yes
No
No
Account & Access
Yes
Limited
Yes
No
No
Cloudfile
Yes
Yes
No
Yes
No
From the menu, select Account & Access. Select the + icon (bottom right).
Enter the User's details, then select a user role. Each role comes with default permissions. You can customise individual permissions, as needed.
Set up Access Limits. You can limit access to the available features, as required. By default, the user will have access to all.
Invite the user. Select the Invite button. The user will be sent an account activation email.
Track the Team Member's account status by referring to the State column. Invites can have the following states: Notified, Active, or Expired. If expired, the invite can be resent.
After the user has activated their account, they will receive an email with instructions on how to access the app.
access account and platform features assigned to them;
use their credentials to log in to the platform account;
switch between the accounts they have access to;
collaborate with fellow users.