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Users - Editing Permission Roles

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Product Management
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A Role represents the level of access granted to a user for different parts and functions of the Adverity platform.

Whenever you create a role, ensure that it is created on the correct Workspace.

The following permissions are available:

    • Dashboard
    • Explore
    • Import
    • Transform
    • Plan
    • Manage
    • Workspace Administrator

To simplify user management, many companies only have two generic roles that are created at the company level: Admin and Non-Admin, the latter having all permissions except Business Admin.

If you want to assign a specific Role to a user, please see the dedicated article: Adding and managing user accounts.

 

VIEW EXISTING ROLES

  1. From the Explore, Present, or Reveal Element, open the Workspace Picker > Administration.
  2. Select Roles in the left-hand menu to see a list of all existing Roles and a checklist of the permissions assigned to each.
    Select_Show_Role.png
  3. Click Show on a specific Role, and here you can update the name, permissions and also see which users currently hold this role.
    User_Roles_Editing.png

CREATE NEW ROLES

  1. From the Explore, Present, or Reveal Element, open the Workspace Picker > Administration.
  2. Select Roles in the left-hand menu to see a list of all existing Roles, then click + Add role.
    Select_Add_Role.png
  3. Enter a name for the role, and use the tick box list to assign the permissions you wish to grant. Click Create to finalize the role.
    Add_New_Role.png
NOTE: You can also create a role with multiple permissions (e.g. View Dashboards + Explore Mode + Plan Mode). Just tick the necessary boxes in the desired combination.

 

ROLES EXPLAINED 

Dashboards

This role only grants users access to the menu item Dashboards where they can view, but not edit, all dashboards for the given business entities. This permission level is mandatory, all users have access to Dashboards overview.
Explore

This role grants users access to the menu item Explore where they can access all data, build widgets and add them to dashboards.
Import

This role grants users access to the menu item Import where they can view latest data imports or connected RealTime endpoints.
Transform

his role grants users access to the menu item Transform where they can create and apply rules
Plan

This role grants users access to the menu item Plan where they can access uploaded media plans and the Campaign Monitoring center
Manage

his role grants users access to the menu item Manage where they can re-name columns or add chart segments

 
Workspace Administrator

Workspace Administrators can manage all Workspaces within a given Workspace Group, therefore this role should only be granted to selected users.

Workspace Administrators can:

  • Create/edit Workspaces and Workspace settings.
  • Create/edit user roles.
  • Create/edit user accounts.

Workspace Administrators cannot:

  • Access Admin Pages.
  • Access Stats where templates are uploaded or themes are defined.

Tick all role boxes if you want your Workspace Administrator to be able to access all menu items.

 

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