User Roles & Permissions

A breakdown of the permissions for each of the Vitally User Roles: Admin, Team Member, and Observer

Accounts & Users
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create & Pin Views
​☑ 
​☑ 
​☑ 
View Profile Data
​☑ 
​☑ 
​☑ 
Change Segments
​☑ 
​☑ 
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Edit Traits
​☑ 
SOME
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Assign & Change Key Roles
CSM | AE | Account Owner
​☑ 
​
​
Manually Create Accounts & Users                              
​☑ 
​
​
Change Subscription Details
​☑ 
​
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Activity
ACTION
ADMIN
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 Personal Conversation Templates
​☑ 
​☑ 
​
Edit Activity created by other Users
​☑ 
​
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Reassign Pending Conversations
​☑ 
​
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Create Activity Categories & Tags
​☑ 
​
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Create Project Templates
​☑ 
​
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Share Conversation Templates with Team
​☑ 
​
​
Reporting & Dashboards
ACTION
ADMIN
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
TEAM MEMBER
OBSERVER
Update Personal Profile Details
​☑ 
​☑ 
​☑ 
Connect Gmail Integration
To log email conversations to Vitally                                 
​☑ 
​☑ 
​☑ 
Configure Notification Settings
​☑ 
​☑ 
​☑ 
Organization Settings
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Manage Account & Billing Details
​☑ 
​☑ 
​☑ 
Send Invites & Manage Team Permissions                  
​☑ 
​☑ 
​☑ 
Enable & Configure NPS
​☑ 
​☑ 
​☑ 
View Privacy & GDPR Terms
​☑ 
​☑ 
​☑ 
Customer Management
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create Cards & Decks
​☑ 
​
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Set Default Decks
​☑ 
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Create Health Scores
​☑ 
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Create Segments
​☑ 
​
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Create Success Metrics
​☑ 
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Create Elements
​☑ 
​
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Create & Manage Traits
​☑ 
​
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Create Playbooks
​☑ 
​
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Manage Tracked Events
​☑ 
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Enable & Manage Data Integrations                               
​☑ 
​
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⚙️Administration - Previous

Managing your organization

Next - ⚙️Administration

Assigning (user) owners to accounts

Last updated 1 month ago

ACTION	ADMIN	TEAM MEMBER	OBSERVER
Create & Pin Views	☑	☑	☑
View Profile Data	☑	☑	☑
Change Segments	☑	☑
Edit Traits	☑	SOME
Assign & Change Key Roles CSM \| AE \| Account Owner	☑
Manually Create Accounts & Users	☑
Change Subscription Details	☑