Manage Users and Access

The Manage Users function allows an account administrator to view, create, edit, and remove individual user accounts. Additionally, user access levels may be controlled by any user with the Admin role.

To access your admin panel, from the left navigation expand Admin Center then click Manage Users. From this page, you can add new users to your account and manage existing users' access.

User Roles

Each user has one, and only one, role. A role includes a set of permissions that provide a user with the ability to use features across the platform. Additionally, permissions control the level of access each user has to an individual feature, including whether or not a particular feature is visible within their account.

Pre-configured roles

There are three pre-configured roles a user can have: Admin, User, and View-Only.

View flows
Create/edit flow
Launch flow
Delete flow
View segment definition
Create/edit segment
Edit segment on running flow
Delete segment
View segment stats and KPIs
View flow results (if enabled)
View flow reporting
Create/edit result
Delete result
Export segment member list
Export flow membership
Configure data feed
Submit privacy request
View datasets
Sample datasets
Create/configure dataset
Edit dataset
Drilldown into dataset fields
View documentation
Manage user accounts

Custom Roles

A user can also be given a Custom role that uses combinations of permissions that differ from pre-configured roles. To give a user this level of access, select Custom role type and enable the individual permissions you wish the user to have.