Roles

The following roles are available by default. The table provides a high level overview of the type of permissions that are associated with the particular role. The roles specified in the table below correspond to particular management scopes which allows the role to perform certain actions or view certain information within the ReachFive Console.

Key

The Analytics column refers to the Analytics section in the ReachFive Console.
The Settings column refers to the Settings section in the ReachFive Console.
Manage users have the right to manage the feature.
View users have the right to view the feature.
No rights for a user.

Analytics

Settings

Profiles

Analytics

Segments

Jobs

Custom fields

Hooks

Accounts

Consents

Clients

Administrator

Manager

Developer

CRM user

Read only CRM user

Analytics user

User with no rights

Administrator

The Administrator (admin) role allows you to:

Manage their own user account.
View analytics.
Manage users.
Import user profiles.
Export user profiles.
Manage consents.
View user events.
View custom fields.
Manage custom field schemas.
Manage webhooks.
Manage clients.
Manage and executing both import and export jobs.
Manage ReachFive Console user accounts.

Manager

The Manager role allows you to:

Manage their own user account.
View analytics.
Manage users.
Export user profiles.
Manage consents.
View user events.
Manage custom field schemas.
Manage webhooks.
Manage clients.
Manage and executing both import and export jobs.
View ReachFive Console user accounts.
Request and manage On-demand scaling.

Developer

The Developer role allows you to:

Manage their own user account.
View analytics.
View consents.
Manage custom field schemas.
Manage webhooks.
Manage clients.

CRM user

The CRM role allows you to:

Manage their own user account.
View analytics.
View segments.
Delete segments.
Manage users.
View consents.
View user events.
View custom fields.

Read only CRM user

The Read only CRM user role allows you to:

Manage their own user account.
View analytics.
View segments.
Delete segments.
View users.
View consents.
View user events.
View custom fields.

Analytics user

The Analytics user role allows you to:

Manage their own user account.
View analytics.
View segments.
Delete segments.
View consents.

User with no rights

The User with no rights role allows a user to manage information related to their own user account, but nothing more.