ChurnZero Admins can manage users' permissions within the app using User Permission Groups.
There are two default options -- Standard and Admin. You can edit the individual permissions within each group and also create new ones.
To manage a user's permissions, go to:
Admin > User Accounts > (select user)> Edit > Permission Groups
and add or remove Permission Groups as needed (there is no limit)
To edit the Permission Groups themselves, go to:
Admin > User Permission Groups
Here you can edit an existing group or create a new one.
|
Permission Name |
Description |
|
Account Role Management |
Access to Admin > Account Roles) |
|
Add Account |
Add New Account from Segments > Accounts |
|
Add Contact |
Add New Contact from Segments > Contact, or Account > Contact Tab |
|
Admin - ChurnScores |
Access to Admin > ChurnScores (all access) |
|
Admin - CRM |
Access to Admin > CRM Setup |
|
Admin - Custom Fields |
Access to Admin > Custom Fields (all access) |
|
Admin - General |
Access to Admin > General (all access) |
|
Admin - Users |
Access to user settings and user group management (Admin > Users, Admin > User Permission Groups |
|
Alerts |
Access to Private Alerts and view-only for Global Alerts |
|
Alerts - Global |
Access to Global Alerts |
|
Developer Tools |
Access to Developer Tools (Event Mapping, Page Tags, and Admin > Dev Console) |
|
Export |
Ability to export any Segment (or specific reports in CZ) |
|
Journeys |
Access to Journeys (all access) |
|
NPS Campaign |
Access to view, modify, and create NPS Campaigns |
|
NPS Delete Response |
Ability to delete a response completed in an NPS Survey |
|
NPS Campaign - Edit Response |
Ability to modify a response completed in an NPS Survey |
|
Play |
Access to Private Plays, and view-only of Global Plays |
|
Plays - Folder Management |
Ability to create/modify Play Folders |
|
Plays - Global |
Ability to create/modify Global Plays |
|
Segments - Folder Management |
Ability to create/modify Segment Folders |
|
Segments - Global |
Ability to create/modify Global Segments |
|
Task/Activity Bulk Updates |
Ability to bulk update the "assigned to" user or bulk complete tasks from a task/activity Segment |
Comments
0 comments
Article is closed for comments.