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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. 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 the Leader role, please reach out to [email protected]

Accounts & Users

ACTION
ADMIN
LEADER
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

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 Personal Conversation Templates
Edit Activity created by other Users
Reassign Pending Conversations
Create Activity Categories & Tags
Create Project Templates
Share Conversation Templates with Team

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