Links

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 & Users
☑️
Manually Edit Accounts & Users
☑️
☑️
SOME
Change Subscription Details
☑️
Create Hub
☑️
☑️
☑️
(invite only)
☑️
(invite only)

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
☑️
☑️
☑️
(if invited)
☑️
(if invited)

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