Manage roles

Roles in an Account

There are 3 roles in an account:

  • Administrator
  • Editor
  • Reader

The table below outlines the accessibility levels for each functionality based on the user's role:

Functionality Accessibility by Role

Functionality Administrator Editor Reader
Access Home ✅ ✅ ✅
Monitor      
- Read Experience ✅ ✅ ✅
- Read ABTest ✅ ✅ ✅
- Read Sku Report ✅ ✅ ✅
Catalog      
- Read Catalog ✅ ✅ ✅
Organise Product Lists      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Configure/Edit ✅ ✅ ⛔
- Remove ✅ ✅ ⛔
- Duplicate ✅ ✅ ⛔
Merchandise Products on Website      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Configure/Edit ✅ ✅ ⛔
- Monitor ✅ ✅ ✅
- Remove ✅ ✅ ⛔
- Duplicate ✅ ✅ ⛔
Merchandise Products in Email      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Configure ✅ ✅ ⛔
- Remove ✅ ✅ ⛔
- Duplicate ✅ ✅ ⛔
Settings      
- Edit User Account ✅ ✅ ✅
- Read Selected Site Information ✅ ✅ ✅
- Read Users and Invitations in Account ✅ ✅ ✅
- Invite Users ✅ ⛔ ⛔
- Edit Role of User ✅ ⛔ ⛔
- Resend or Remove User Invitations ✅ ⛔ ⛔
- Read Invoices ✅ ⛔ ⛔
- Read Integrations ✅ ✅ ✅
- Connect Integrations ✅ ⛔ ⛔
- Read Synchronisations ✅ ✅ ✅
- Run Synchronisations ✅ ✅ ⛔
- Read About Section ✅ ✅ ✅
Placement      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Edit ✅ ✅ ⛔
Variables      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Edit ✅ ✅ ⛔
Algorithms      
- Read All List ✅ ✅ ✅
- Create ✅ ✅ ⛔
- Edit ✅ ✅ ⛔
Trash      
- Integrations ⛔ ⛔ ⛔
- Collections ⛔ ⛔ ⛔
- Experiences ✅ ✅ ⛔

 

Managing Roles

You can edit a user's role in the account:

  1. Go to the Users tab in the Settings menu.
  2. Select the user and assign a new role.

For more details on managing users: Manage Users

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