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, navigate to the lefthand panel and click "Settings" to expand the section, followed by "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.

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