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 Insights |
Access to Dashboards > Account Insights |
|
Account Insights - Folder Management |
Ability to create/modify Account Insights Folders |
|
Account Insights - Global |
Ability to create/modify Global Account Insights |
|
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 |
|
Add Custom Table Record |
Add New Custom Table Record from Segments > Custom Table name, or Account > Custom Table Tab |
|
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 - Microsoft Teams |
Access to Admin > Microsoft Teams |
|
Admin - Slack |
Access to Admin > Slack |
|
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 |
|
Alerts - Channels |
Ability to send Alerts to a public Slack or MS Teams channel |
|
Announcements - Styling |
Ability to modify the Announcement Global Styling (In-App Tools > Announcement Styles) |
|
Bulk Read - Accounts |
Ability to export Account data via REST API |
|
Bulk Read - Churn Scores |
Ability to export ChurnScores data via REST API |
|
Bulk Read - Contacts |
Ability to export Contact data via REST API |
|
Bulk Read - Custom Tables |
Ability to export Custom Tables data via REST API |
|
Bulk Read - Events |
Ability to export Event data via REST API |
|
Bulk Read - Messages |
Ability to export Messages data via REST API |
|
Bulk Read - Surveys |
Ability to export Survey data via REST API |
|
Bulk Read - Tasks |
Ability to export Task/Activity data via REST API |
|
Bulk Read - User Accounts |
Ability to export User Account data via REST API |
|
ChurnScores |
Access to Health > ChurnScores (all access) |
|
Dashboards |
Access to Dashboards > Custom Dashboards |
|
Dashboards - Folder Management |
Ability to create/modify Custom Dashboards Folders |
|
Dashboards - Global |
Ability to create/modify Global Custom Dashboards |
|
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) |
| Journey Checklists - Styling |
Ability to modify the Journey Checklist Styling (In-App Tools > Checklist Styles) |
|
Journeys |
Access to Journeys (all access) |
| Journeys - Folder Management |
Ability to create/modify Journey Folders |
|
Live Exports - Folder Management |
Ability to create/modify Live Export Folders |
|
Live Exports - Global |
Ability to create/modify Global Live Exports |
|
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 |
|
Success Center - Styling |
Ability to modify the Success Center Global Styling (In-App Tools > Success Center Styles) |
|
Success Centers |
Access to view, modify, and create Success Centers |
|
Surveys |
Access to view, modify, and create Surveys |
|
Surveys - Delete Response |
Ability to delete a response completed in a Survey |
|
Surveys - Edit Response |
Ability to modify a response completed in a Survey |
|
Surveys - Folder Management |
Ability to create/modify Survey Folders |
|
Surveys - Pause Reminders |
Ability to pause reminders for Surveys under Contact Details |
|
Task/Activity Bulk Updates |
Ability to bulk update the "assigned to" user or bulk complete tasks from a task/activity Segment |
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