How to manage users?

From the administrator role in AB Tasty, you can add, edit or remove your teammates from your account settings, or through the organization page.

Heads up ⚡

Only users with super admin or administrator rights can add new users and assign them User, Creator or Viewer rights.

Overview of each role

Super admin

The Super Admin role has full user rights on the platform (organization, accounts, profiles, accesses, etc.)

Heads up ⚡️ Only a Super Admin can add another super Admin. If your last Super Admin has quit your organization, please contact our support or Customer Support.

Admin

The Admin role has full user rights but the one to manage global permissions on the organization (please refer to this article to have a clear overview of the organization page within ABTasty).

User

The User role has full user rights with the exception of user management (adding and removing users) and some specific settings management.

Creator

The Creator role can configure a campaign but cannot launch it. A user with User or Admin rights must validate the campaign.

Viewer

The Viewer role can only access the reporting but has no editing rights.

Team management

In this part, we are going to review all the main actions you can take as a super admin or as an administrator. User management can take place in two area of the platform, either:

The organization page, were you can manage setting on the scale of your entire organization (meaning for all you accounts in one place)
The account page, were you can manage setting on the specific account you are on

We’ve listed for you in the table below the way to proceed with all the main actions: adding a user, removing a user, editing a user rights.

Actions	Organization page	Account management page
Adding a new user	To create a new user inside your organization, you can click on the table top right corner, on “Add user” call to action. Inside a dedicated popin, you’ll then be able to add one to X new user(s) by filling in the following information: New user email address New user role (please refer to our dedicated section for detailed explanation about our different user roles) Accounts on which the new user will be able to work on You can add as many users as you want: this tool gives you the ability to add multiple users in just one manipulation, simply by clicking on the “Add user CTA”. Good to know 💡 When adding multiple users at the same time, you can choose a different role for every user, but the account(s) on which they will be able to work on will be the same. Once added, the new user (through the email you declared) will receive an email inviting him to log in to the platform (through an expirable link), to finalise its inscription.	To add a new user in the account management page, follow these steps: Go to Account management > User rights using the lateral navigation or use this link: *https://app2.abtasty.com/settings/user-management* Enter the user’s email address Use the drop-down list to select their role Click Save Good to know 💡 Users must be added one at a time – the field doesn’t accept bulk additions.
Removing a user	To do that, you just need to access the organization page, and scroll down to the table listing all users within your organization. On hover to the right user, we will display a pen and trash icon. By clicking on the second one, you will permanently delete the user from your organization (meaning from all accounts he had previously access to). Once you click on the icon, a popin will appear and ask you to confirm this permanent deletion for the concerned user. Heads up ⚡️ Note that you can select multiple users by clicking the checkboxes left to each user line, to delete permanently from your organization multiple users at once.	To remove a user from the account management page, follow these steps: Go to Account management > User rights using the lateral navigation or use this link: *https://app2.abtasty.com/settings/user-management* Each user is managed separately – click on the icon with a cross to remove a user A validation message appears confirming that this user has been removed and their access revoked ❗Caution: Teammates who leave your company should have their AB Tasty user rights deleted as part of their offboarding. Allowing former employees to retain access and user rights to the AB Tasty platform creates risk for your company, especially if they were admins. AB Tasty is not responsible for mismanagement of access to the platform.
Editing user rights	To do that, you just need to access the organization page, and scroll down to the table listing all users within your organization. Once you identify the user you want to edit, you can click on the pen icon on hover to its reference within the table. We will display you the current state of this user rights. One column is dedicated to the accounts he has access to, and the other one is for the role related to this specific account. You can consider multiple different actions from there: Add new account(s) on this user configuration, by clicking the “add account” call to action. You will have to define his rights on this new account Remove an access to a specific account, by clicking the cross icon left to the account you want to remove him from Change the role a user have on a specific account, by selecting a different one inside the role dropdown (for example going through user to admin, and letting him to manage the reporting) And many more actions (or even all three listed above at once)!	To edit a user’s rights, follow these steps: Go to Account management > User rights using the lateral navigation or use this link: *https://app2.abtasty.com/settings/user-management* Each user is managed separately – click the pen icon to edit their user rights A drop down appears to select the role you wish to assign this user: Select the preferred user type with the dropdown and confirm by clicking on the green check Click the cross to cancel A validation message appears confirming this user’s rights have been edited If the user is currently connected to the platform, the new rights will be operations when they next log in

Adding a new user

There are two ways to add a new user, in two different places of the platform, depending on your rights (either administrator or super admin).

Create it from the organization page.

To create a new user inside your organization, you can click on the table top right corner, on “Add user” call to action.

Inside a dedicated popin, you’ll then be able to add one to X new user(s) by filling in the following information:

New user email address
New user role (please refer to our dedicated section for detailed explanation about our different user roles)
Accounts on which the new user will be able to work on

You can add as many users as you want: this tool gives you the ability to add multiple users in just one manipulation, simply by clicking on the “Add user CTA”.

Good to know 💡

When adding multiple users at the same time, you can choose a different role for every user, but the account(s) on which they will be able to work on will be the same.

Once added, the new user (through the email you declared) will receive an email inviting him to log in to the platform (through an expirable link), to finalise its inscription.

Create it from each account management page

To add a new user in the account management page, follow these steps:

Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
Enter the user’s email address
Use the drop-down list to select their role
Click Save

Good to know 💡

Users must be added one at a time – the field doesn’t accept bulk additions.

Removing a user

As for the creation, you have two ways to completely delete a user from your accounts.

Remove a user from the organization page

To do that, you just need to access the organization page, and scroll down to the table listing all users within your organization.

On hover to the right user, we will display a pen and trash icon. By clicking on the second one, you will permanently delete the user from your organization (meaning from all accounts he had previously access to). Once you click on the icon, a popin will appear and ask you to confirm this permanent deletion for the concerned user.

Heads up ⚡️

Note that you can select multiple users by clicking the checkboxes left to each user line, to delete permanently from your organization multiple users at once.

Remove a user from the account management page

To remove a user from the account management page, follow these steps:

Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
Each user is managed separately – click on the icon with a cross to remove a user
A validation message appears confirming that this user has been removed and their access revoked

❗Caution: Teammates who leave your company should have their AB Tasty user rights deleted as part of their offboarding. Allowing former employees to retain access and user rights to the AB Tasty platform creates risk for your company, especially if they were admins. AB Tasty is not responsible for mismanagement of access to the platform.

Editing a user’s rights

Edit user rights from the organization page

To do that, you just need to access the organization page, and scroll down to the table listing all users within your organization.

Once you identify the user you want to edit, you can click on the pen icon on hover to its reference within the table. We will display you the current state of this user rights. One column is dedicated to the accounts he has access to, and the other one is for the role related to this specific account. You can consider multiple different actions from there:

Add new account(s) on this user configuration, by clicking the “add account” call to action. You will have to define his rights on this new account
Remove an access to a specific account, by clicking the cross icon left to the account you want to remove him from
Change the role a user have on a specific account, by selecting a different one inside the role dropdown (for example going through user to admin, and letting him to manage the reporting)
And many more actions (or even all three listed above at once)

Edit user rights from the account management page

To edit a user’s rights, follow these steps:

Go to Account management > User rights using the lateral navigation or use this link: https://app2.abtasty.com/settings/user-management
Each user is managed separately – click the pen icon to edit their user right
A drop down appears to select the role you wish to assign this user:
Select the preferred user type with the dropdown and confirm by clicking on the green check
Click the cross to cancel
A validation message appears confirming this user’s rights have been edited
If the user is currently connected to the platform, the new rights will be operations when they next log in

Details of each user rights

The following table lists the rights associated with each role. These rights are the same for tests and personalization campaigns.

Actions on campaigns

Action	Super Admin	Admin	User	Creator	Viewer
Create a campaign	✅	✅	✅	✅	❌
Modify a campaign (name, editor, targeting, traffic allocation, third party tools)	✅	✅	✅	✅	❌
Archive a campaign	✅	✅	✅	❌	❌
Launch a campaign	✅	✅	✅	❌	❌
Pause a campaign	✅	✅	✅	❌	❌
Schedule a campaign	✅	✅	✅	❌	❌
Duplicate a campaign	✅	✅	✅	✅	❌
Delete a campaign	✅	✅	✅	❌	❌
Add a campaign to a folder	✅	✅	✅	✅	❌
Remove a campaign from a folder	✅	✅	✅	✅	❌
Add a label to a campaign	✅	✅	✅	✅	❌
Remove a label from a campaign	✅	✅	✅	✅	❌

Dashboards

Action	Super Admin	Admin	User	Creator	Viewer
Create a folder	✅	✅	✅	✅	❌
Modify a folder	✅	✅	✅	✅	❌
Delete a folder	✅	✅	✅	✅	❌
Update script	✅	✅	✅	❌	❌

Report

Action	Super Admin	Admin	User	Creator	Viewer
Access the report	✅	✅	✅	✅	✅
Create a goal	✅	✅	✅	✅	❌
Modify a goal	✅	✅	✅	✅	❌
Delete a goal	✅	✅	✅	✅	❌
Add a filter	✅	✅	✅	✅	❌
Modify a filter	✅	✅	✅	✅	❌
Delete a filter	✅	✅	✅	✅	❌
Refresh tag	✅	✅	✅	❌	❌
Launch / pause the campaign	✅	✅	✅	❌	❌
Clear data	✅	✅	✅	❌	❌
Access Clarity Session Recording	✅	✅	✅	✅	✅
Access Clarity Heatmap	✅	✅	✅	✅	✅
Export aggregated data	✅	✅	✅	✅	❌
Export raw data	✅	✅	✅	✅	❌

Settings

Action	Super admin	Admin	User	Creator	Viewer
Access organization management section	✅	✅	❌	❌	❌
Manage organization page settings (MFA activation for all accounts, manage user rights on all account at once)	✅	❌	❌	❌	❌
Access account management section	✅	✅	✅	✅	❌
Access general information page	✅	✅	❌	❌	❌
Access user rights page	✅	✅	❌	❌	❌
Access page builder	✅	✅	✅	✅	❌
Access account JavaScript page	✅	✅	❌	❌	❌
Access transaction indicators management page	✅	✅	✅	✅	❌
Access profile section	✅	✅	✅	✅	✅
Access personal information page	✅	✅	✅	✅	✅
Access settings section	✅	✅	✅	✅	✅
Access tags implementation subsection	✅	✅	✅	✅	❌
Access generic tag page	✅	✅	✅	✅	❌
Access generic tag for Chinese audience page	✅	✅	✅	✅	❌
Access transaction tag page	✅	✅	✅	✅	❌
Access framework page	✅	✅	❌	❌	❌
Access cookies subsection	✅	✅	❌	❌	❌
Access cookie deposit method page	✅	✅	❌	❌	❌
Access cookie domain page	✅	✅	❌	❌	❌
Access cookie path page	✅	✅	❌	❌	❌
Access advanced settings subsection	✅	✅	❌	❌	❌
Access data export page	✅	✅	❌	❌	❌
Access cross domain page	✅	✅	❌	❌	❌
Access IP exclusion page	✅	✅	❌	❌	❌
Access 1 visitor 1 test page	✅	✅	❌	❌	❌
Access visitor attributes page	✅	✅	❌	❌	❌
Access sensitive data page	✅	✅	❌	❌	❌
Access URLs grouping page	✅	✅	❌	❌	❌
Access redirect parameters page	✅	✅	❌	❌	❌
Access public API page	✅	✅	❌	❌	❌
Access integrations section	✅	✅	❌	❌	❌
Access web analytics page	✅	✅	❌	❌	❌
Access DPM page	✅	✅	❌	❌	❌
Access data layer integration page	✅	✅	❌	❌	❌
Access experience analytics page	✅	✅	❌	❌	❌
Access performance center page	✅	✅	❌	❌	❌

ROI dashboard

Action	Super Admin	Admin	User	Creator	Viewer
Access ROI dashboard page	✅	✅	✅	✅	✅

NPS

Action	Super Admin	Admin	User	Creator	Viewer
Access an NPS	✅	✅	✅	✅	❌
Create a new NPS	✅	✅	✅	✅	❌
Modify an NPS	✅	✅	✅	❌	❌
Delete an NPS	✅	✅	✅	❌	❌
Launch an NPS (make it run)	✅	✅	✅	❌	❌
Pause an NPS	✅	✅	✅	❌	❌
Access the NPS report	✅	✅	✅	✅	❌