Every action a user can take on the platform has a corresponding permission. Sets of permissions are grouped together to create Roles that consist of logical sets of actions that a certain type of user may wish to perform.
The below table details the current Roles available in the platform's administration portal and their corresponding actions.
Role | Action | Comments |
Basic Portal User |
|
All users must be assigned this role. |
Project Admin |
|
User must also have Access to one or more Projects. |
Account Admin |
|
User must also have Access to one or more Accounts. |
Client Admin |
|
User must also have Access to one or more Clients. |
DAC Scheduler |
|
|
Advanced Settings Manager |
|
Management of advanced settings is also dependent on user’s Access. |
User Manager |
|
Must also be assigned Advanced Settings Manager role. |
Project Builder |
|
User must also be Account or Client Admin. |
Interview Builder |
|
|
Automation Admin |
|
|
Content Manager |
|
|
Content Author |
|
User must also have Access to one or more Accounts or Clients. |