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Add a role

Learn how to add a role by selecting settings, entering details, and granting privileges.

  1. Select the Admin User Settings icon.
  2. Navigate toRoles > Add a Role.
  3. Enter a name for the role in the Title text box.
  4. Add a description of the role in the Description (Optional) text box.
  5. Select the toggles to grant privileges to the user role from the Privileges section.
  6. Grant privileges by selecting either an entire category of privileges or specific individual privileges, depending on the level of access required. The following table describes the privileges:

    Type of Privilege

    Individual Privileges

    Description

    Settings

    Languages

    Allows users to manage and configure the language settings.

    Split Tests

    Allows users to access split tests where they can create and manage A/B testing campaigns.

    Email Templates

    Allows users to access email templates to design and configure communication templates.

    Rule Template Library

    Allows users to access the rule template library where predefined rules can be customized or added.

    Extensions

    Allows users to access the Extensions screen to integrate third-party extensions.

    Developer Settings

    Allows users to control over advanced configurations, including content APIs, SAML settings, plugins, JSON web tokens, webhooks, payment providers, and Web Analytics, ensuring full customization and integration of external services.

    Delivery Module

    Add Site

    Allows users to create and set up new sites within the Delivery module.

    Site Configuration

    Allows users to manage and customize domains, origin routes, browser configurations, template pages, request headers, authentication methods, and login providers for each site.

    Site Experience

    Provides tools to define the visual and functional aspects of the site, including style guides, email templates, and subscription plan options.

    Site Groups

    Allows users to organize multiple sites into groups for easier management and coordination.

    Component Library

    Allows users access to a collection of reusable components to streamline the design and development of site pages.

    Pages

    Allows users to create, manage, and configure individual pages within a site.

    Redirect Rules

    Allows users to set up rules for redirecting site traffic from one URL to another based on predefined conditions.

    Products Module

    Save Draft Feature Versions

    Allows users to save and manage draft versions of features before they are finalized.

    Stage Feature Versions

    Allows users to prepare and stage feature versions for review before they are published live.

    Publish Feature Versions

    Grants users the ability to publish finalized feature versions, making them available to end users.

    Catalogue

    Allows users to access to manage and organize the product catalogue, including features and offerings.

    Features

    Allows users to create, edit, and manage individual product features and their versions.

    Developer Interface (Catalogue & Rules)

    Offers developers access to the product catalogue and rule configurations for advanced customizations and integrations.

    Identity Module

    Settings

    Allows users to configure and manage identity-related settings, such as authentication methods and security policies.

    Users

    Allows users to manage and administer user accounts, including creating, updating, and deleting users.

    Generate Shareable Links

    Provides the ability to create and share secure links for identity-related actions, such as account verification or password resets.

    Journey Module

    User State Map

    Allows users to visualize and manage the different states and transitions of users throughout their journey, providing insights into user behavior and engagement at various stages.

    B2B Module

    Companies & Accounts

    Allows users to manage company profiles and associated accounts, including creating, updating, and organizing them.

    Bypasses

    Allows users to configure exceptions or overrides for specific rules or processes, granting flexibility in managing business workflows.

    When attempting to access a page without the proper permissions, a warning, You do not have permission to view this page, is displayed.
  7. Select the Save button.