User Roles & Permissions
A breakdown of the permissions for each of the Vitally User Roles: Admin, Team Member, and Observer
ACTION | ADMIN | TEAM MEMBER | OBSERVER |
Create Private Views | ☑ | ☑ | ☑ |
Create Public Views | ☑ | | |
View & Pin Views | ☑ | ☑ | ☑ |
View Profile Data | ☑ | ☑ | ☑ |
Change Segments | ☑ | SOME | |
Edit Traits | ☑ | SOME | |
Assign & Change Key Roles CSM | AE | Account Owner | ☑ | | |
Manually Create Accounts & Users | ☑ | | |
Change Subscription Details | ☑ | | |
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 | ☑ | | |
Reassign Pending Conversations | ☑ | | |
Create Activity Categories & Tags | ☑ | | |
Create Project Templates | ☑ | | |
Share Conversation Templates with Team | ☑ | | |
ACTION | ADMIN | TEAM MEMBER | OBSERVER |
View All Reporting | ☑ | ☑ | ☑ |
View & Pin Dashboards | ☑ | ☑ | ☑ |
Create Private Dashboards | ☑ | ☑ | ☑ |
Create Public Dashboards | ☑ | | |
Edit Public Dashboards created by other Users | ☑ | | |
ACTION | ADMIN | TEAM MEMBER | OBSERVER |
Update Personal Profile Details | ☑ | ☑ | ☑ |
Connect Gmail Integration To log email conversations to Vitally | ☑ | ☑ | ☑ |
Configure Notification Settings | ☑ | ☑ | ☑ |
ACTION | ADMIN | TEAM MEMBER | OBSERVER |
Manage Account & Billing Details | ☑ | | |
Send Invites & Manage Team Permissions | ☑ | | |
Enable & Configure NPS | ☑ | | |
View Privacy & GDPR Terms | ☑ | ☑ | ☑ |
ACTION | ADMIN | TEAM MEMBER | OBSERVER |
Create Cards & Decks | ☑ | | |
Set Default Decks | ☑ | | |
Create Health Scores | ☑ | | |
Create Segments | ☑ | | |
Create Success Metrics | ☑ | | |
Create Elements | ☑ | | |
Create & Manage Traits | ☑ | | |
Create Playbooks | ☑ | | |
Manage Tracked Events | ☑ | | |
Enable & Manage Data Integrations | ☑ | | |