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

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

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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