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.
*Note: Vitally Role permissions (Admin, Leader, Teammate, Observer) are not the same as permission in a Hub. You can be a Vitally admin and not have access to all Hubs across your organization. Vitally Role Permissions are permissions that allow you to do admin tasks such as creating segments, playbook automation, adding/editing Integrations. Hub permissions are exclusive to a specific Hub.
If you would like to customize the capabilities of a specific permission, please reach out to Support.
Organizations, Accounts & Users
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
Create Private Views | ☑️ | ☑️ | ☑️ | ☑️ |
Create Public Views | ☑️ | ☑️ |
|
|
Access Views | ☑️ | ☑️ | ☑️ | ☑️ |
View 360 Data | ☑️ | ☑️ | ☑️ | ☑️ |
Change Segments | ☑️ | ☑️ | SOME |
|
Create Traits | ☑️ | ☑️ |
|
|
Edit Traits | ☑️ | ☑️ | SOME |
|
Assign & Change Key Roles | ☑️ | ☑️ |
|
|
Manually Create Accounts & Organizations | ☑️ |
|
|
|
Delete Organizations, Accounts or Users | ☑️ | ☑️ |
|
|
Manually Create Users | ☑️ | ☑️ |
|
|
Manually Edit Accounts & Users | ☑️ | ☑️ | SOME |
|
Change Subscription Details | ☑️ |
|
|
|
Activity
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
View All Data | ☑️ | ☑️ | ☑️ | ☑️ |
View All Activity Projects, Tasks, Indicators, Conversations, Notes | ☑️ | ☑️ | ☑️ | ☑️ |
Participate in Comments with other Users | ☑️ | ☑️ | ☑️ | ☑️ |
Participate in Conversations with Customers | ☑️ | ☑️ | ☑️ |
|
Address Indicators | ☑️ | ☑️ | ☑️ |
|
Create Projects | ☑️ | ☑️ | ☑️ |
|
Create Tasks | ☑️ | ☑️ | ☑️ |
|
Change Task Status | ☑️ | ☑️ | ☑️ |
|
Change Task Completed Date | ☑️ | ☑️ |
|
|
Have Tasks Assigned | ☑️ | ☑️ | ☑️ |
|
Create Notes | ☑️ | ☑️ | ☑️ |
|
Create Note Templates | ☑️ | ☑️ | SOME |
|
Create Conversation Templates | ☑️ | ☑️ |
|
|
Create Private Conversation Templates | ☑️ | ☑️ | ☑️ |
|
Edit Activity created by other Users | ☑️ | ☑️ |
|
|
Reassign Pending Conversations | ☑️ | ☑️ |
|
|
Create Categories & Tags | ☑️ | ☑️ |
|
|
Create Project Templates | ☑️ | ☑️ |
|
|
Create Docs | ☑️ | ☑️ | ☑️ |
|
Edit Docs | ☑️ | ☑️ | ☑️ (if invited) | ☑️ (if invited) |
Create Hub | ☑️ | ☑️ | ☑️ (invite only) | ☑️ (invite only) |
Create Surveys | ☑️ | ☑️ |
|
|
Reporting & Dashboards
ACTION | ADMIN | LEADER | TEAM MEMBER | OBSERVER |
View All Reporting & 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/Calendar to Vitally | ☑️ | ☑️ | ☑️ | ☑️ |
Connect to Outlook 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 | ☑️ | ☑️ | SOME |
|
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.