User Role Settings

Our unique login systems allow each user access to only the information and capabilities defined by the client admin. To set up user permissions, follow the steps below:

1. Select a Single User Role or group Multiple Roles together.

User Roles

App User
  • App-only, log in - access is commonly given to Brand Ambassadors
Brand Sales Agent
  • Can log into the app
  • Can view their own database and analytics
Brand Analyst
  • Can view analytics
Brand Editor
  • Can go into Canvas:
    • Can create and edit a microsite, app, and communications
  • Can create, edit, and view list of Sessions
Client Admin Super admin:
  • Can set user permissions, create a new project, and create new microsites, applications, and communications.
  • Can view analytics, view database and edit an existing project.
  • Can clone, archive, and delete projects.
  • Data Analyst
    • Can view the database
    API Integration For external system integration – contact customer care for details.
    Integration Admin Can create and manage internal integrations – contact customer care for details.

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