User Roles & Permissions
A breakdown of the permissions for each of the Vitally User Roles: Admin, Leader, Team Member, and Observer
User Roles & Permissions Overview
Each role has different permissions and can not be customized in the UI. Admins and Leaders are similar, with Leaders having slightly less control over your Vitally account (for example, Leaders can not change billing information or configure integrations). Team Members are active members that are working in Vitally while Observers are just that, they can only observe.
if you would like to customize the capabilities of a specific permission, please reach out to Support.
Accounts & Users
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
Create Private Views | ☑️ | ☑️ | ☑️ | ☑️ |
Create Public Views | ☑️ | ☑️ | ||
View Views | ☑️ | ☑️ | ☑️ | ☑️ |
View Profile Data | ☑️ | ☑️ | ☑️ | ☑️ |
Change Segments | ☑️ | ☑️ | SOME | |
Edit Traits | ☑️ | ☑️ | SOME | |
Assign & Change Key Roles | ☑️ | ☑️ | ||
Manually Create Accounts & Organizations | ☑️ | |||
Manually Create Users | ☑️ | ☑️ | ||
Manually Edit Accounts & Users | ☑️ | ☑️ | SOME | |
Change Subscription Details | ☑️ | |||
Create Hub | ☑️ | ☑️ | ☑️ (invite only) | ☑️ (invite only) |
Activity
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
View All Data | ☑️ | ☑️ | ☑️ | ☑️ |
View All Activity Projects, Tasks, Indicators, Conversations, Notes | ☑️ | ☑️ | ☑️ | ☑️ |
Participate in Discussions with other Users | ☑️ | ☑️ | ☑️ | ☑️ |
Participate in Conversations with Customers | ☑️ | ☑️ | ☑️ | |
Address Indicators | ☑️ | ☑️ | ☑️ | |
Create Projects | ☑️ | ☑️ | ☑️ | |
Create Tasks | ☑️ | ☑️ | ☑️ | |
Create Notes | ☑️ | ☑️ | ☑️ | |
Create Note Templates | ☑️ | ☑️ | SOME | |
Create Personal Conversation Templates | ☑️ | ☑️ | ☑️ | |
Edit Activity created by other Users | ☑️ | ☑️ | ||
Reassign Pending Conversations | ☑️ | ☑️ | ||
Create Activity Categories & Tags | ☑️ | ☑️ | ||
Create Project Templates | ☑️ | ☑️ | ||
Share Conversation Templates with Team | ☑️ | ☑️ | ||
Create Docs | ☑️ | ☑️ | ☑️ | |
Edit Docs | ☑️ | ☑️ | ☑️ (if invited) | ☑️ (if invited) |
Reporting & Dashboards
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
View All Reporting | ☑️ | ☑️ | ☑️ | ☑️ |
View & Pin Dashboards | ☑️ | ☑️ | ☑️ | ☑️ |
Create Private Dashboards | ☑️ | ☑️ | ☑️ | ☑️ |
Create Public Dashboards | ☑️ | ☑️ | ||
Edit Public Dashboards created by other Users | ☑️ | ☑️ |
Personal Settings
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
Update Personal Profile Details | ☑️ | ☑️ | ☑️ | ☑️ |
Connect Gmail Integration To log email conversations to Vitally | ☑️ | ☑️ | ☑️ | ☑️ |
Configure Notification Settings | ☑️ | ☑️ | ☑️ | ☑️ |
Organization Settings
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
Manage Account & Billing Details | ☑️ | |||
Send Invites & Manage Team Permissions | ☑️ | |||
Enable & Configure NPS | ☑️ | |||
View Privacy & GDPR Terms | ☑️ | ☑️ | ☑️ | ☑️ |
Customer Management
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
Create Cards & Decks | ☑️ | ☑️ | ||
Set Default Decks | ☑️ | ☑️ | ||
Create Health Scores | ☑️ | |||
Create Segments | ☑️ | ☑️ | ||
Create & manage Success Metrics | ☑️ | SOME | ||
Create & manage Elements | ☑️ | SOME | ||
Create & Manage Traits | ☑️ | ☑️ | ||
Create Playbooks | ☑️ | ☑️ | ||
Manage Tracked Events | ☑️ | |||
Enable & Manage Data Integrations | ☑️ |
FAQ
Q: What does SOME mean? A: Some, usually seen under Team Member, means that there is restricted permissions. The limitations can be different for each action. For example, Note templates created by team members are private templates therefore team shared note templates can only be created by an Admin or Leader
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