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.
If marked in the table with a , it means that role has, at a minimum, a read
or view
permissions associated with the item. Some roles have higher manage
permissions. For a comprehensive look at a specific role, click the role you want to see.
Any scope marked with a Manage permission means the role is able to read/view the scope as well. |
Consents | Profiles | Jobs | Accounts | Settings | |
---|---|---|---|---|---|
Administrator See more. |
|||||
Manager See more. |
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Developer See more. |
- |
- |
|||
CRM user See more. |
- |
- |
- |
||
Read only CRM user See more. |
- |
- |
- |
||
Analytics user See more. |
- |
- |
- |
- |
|
User with no rights See more. |
- |
- |
- |
- |
- |
Administrator
The Administrator (admin) role allows you to:
-
Manage their own user account.
-
View analytics.
-
Manage users.
-
Manage consents.
-
Read user events.
-
Read custom fields.
-
Manage custom field schemas.
-
Manage webhooks.
-
Manage clients.
-
Manage ReachFive Console user accounts.
Manager
The Manager role allows you to:
-
Manage their own user account.
-
View analytics.
-
Manage users.
-
Manage consents.
-
Read user events.
-
Manage custom field schemas.
-
Manage webhooks.
-
Manage clients.
-
View ReachFive Console user accounts.
Developer
The Developer role allows you to:
-
Manage their own user account.
-
View analytics.
-
Read consents.
-
Manage custom field schemas.
-
Manage webhooks.
-
Manage clients.
CRM user
The CRM role allows you to:
-
Manage their own user account.
-
View analytics.
-
Manage users.
-
Read consents.
-
Read user events.
-
Read custom fields.
Read only CRM user
The Read only CRM user role allows you to:
-
Manage their own user account.
-
View analytics.
-
Read users.
-
Read consents.
-
Read user events.
-
Read custom fields.