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:
Go to the Users tab in the Settings menu.
Select the user and assign a new role.
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