Add a role
Learn how to add a role by selecting settings, entering details, and granting privileges.
- Select the Admin User Settings icon.
- Navigate toRoles > Add a Role.
- Enter a name for the role in the Title text box.
- Add a description of the role in the Description (Optional) text box.
- Select the toggles to grant privileges to the user role from the Privileges section.
- 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:
When attempting to access a page without the proper permissions, a warning, You do not have permission to view this page, is displayed.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.
- Select the Save button.