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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 Private Views
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Create Public Views
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View & Pin Views
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View Profile Data
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Change Segments
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SOME
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Edit Traits
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SOME
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Assign & Change Key Roles
CSM | AE | Account Owner
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Manually Create Accounts & Users
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Change Subscription Details
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Activity

ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Data
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View All Activity
Projects, Tasks, Indicators, Conversations, Notes
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Participate in Discussions with other Users
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Participate in Conversations with Customers
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Address Indicators
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Create Projects
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Create Tasks
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Create Notes
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Create Personal Conversation Templates
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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
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Reporting & Dashboards

ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Reporting
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View & Pin Dashboards
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Create Private Dashboards
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Create Public Dashboards
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Edit Public Dashboards created by other Users
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Personal Settings

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Update Personal Profile Details
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Connect Gmail Integration
To log email conversations to Vitally
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Configure Notification Settings
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Organization Settings

ACTION
ADMIN
TEAM MEMBER
OBSERVER
Manage Account & Billing Details
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Send Invites & Manage Team Permissions
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Enable & Configure NPS
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View Privacy & GDPR Terms
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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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