How to manage roles

Roles in an Account

There are 3 roles in an account:

• Administrator

• Editor

• Reader

The table below outlines the accessibility levels for each functionality based on the user's role:

Functionality Accessibility by Role

Functionality	Administrator	Editor	Reader
Access Home	✅	✅	✅
Monitor
- Read Experience	✅	✅	✅
- Read ABTest	✅	✅	✅
- Read Sku Report	✅	✅	✅
Catalog
- Read Catalog	✅	✅	✅
Organise Product Lists
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Configure/Edit	✅	✅	⛔
- Remove	✅	✅	⛔
- Duplicate	✅	✅	⛔
Merchandise Products on Website
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Configure/Edit	✅	✅	⛔
- Monitor	✅	✅	✅
- Remove	✅	✅	⛔
- Duplicate	✅	✅	⛔
Merchandise Products in Email
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Configure	✅	✅	⛔
- Remove	✅	✅	⛔
- Duplicate	✅	✅	⛔
Settings
- Edit User Account	✅	✅	✅
- Read Selected Site Information	✅	✅	✅
- Read Users and Invitations in Account	✅	✅	✅
- Invite Users	✅	⛔	⛔
- Edit Role of User	✅	⛔	⛔
- Resend or Remove User Invitations	✅	⛔	⛔
- Read Invoices	✅	⛔	⛔
- Read Integrations	✅	✅	✅
- Connect Integrations	✅	⛔	⛔
- Read Synchronisations	✅	✅	✅
- Run Synchronisations	✅	✅	⛔
- Read About Section	✅	✅	✅
Placement
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Edit	✅	✅	⛔
Variables
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Edit	✅	✅	⛔
Algorithms
- Read All List	✅	✅	✅
- Create	✅	✅	⛔
- Edit	✅	✅	⛔
Trash
- Integrations	⛔	⛔	⛔
- Collections	⛔	⛔	⛔
- Experiences	✅	✅	⛔

Managing Roles

You can edit a user's role in the account:

1. Go to the Users tab in the Settings menu.

2. Select the user and assign a new role.

For more details on managing users: Manage Users