Article

    Role Management & Permissions

    3 min read
    Last updated 3 months ago

    Learn how to manage user permissions and roles in GrowthLoop.

    In this article, you'll learn what types of custom roles can be created in GrowthLoop for permission management. You are able to design specific roles for your organization with granular permissions on datasets, audiences, and other objects within GrowthLoop.

    By default, GrowthLoop has three defined roles within an organization:

    ActionUserAdminOwnerAction Definition
    Create Audiences✅✅✅Creates audience
    Edit Audiences✅✅✅Edits audiences*
    Delete Audiences✅✅✅Deletes audiences*
    View Audiences✅✅✅Views audience*
    List Audiences✅✅✅Views list of all audiences*
    Create Templates✅✅✅Creates templates
    Edit Templates✅✅✅Edits templates
    Delete Templates✅✅✅Deletes templates
    Create Exports✅✅✅Exports audiences*
    Update Exports✅✅✅Updates Exports*
    CSV Exports❌✅✅Exports audiences to CSV (limited to < 300k records)
    Create Destination✅✅✅Creates Destinations
    Delete Destination✅✅✅Deletes Destinations
    Create Studio✅✅✅Creates audiences in studio
    Create Journey✅✅✅Creates journeys
    Update Journeys✅✅✅Updates journeys
    Delete Journeys✅✅✅Deletes journeys
    Create Syncs✅✅✅Creates syncs
    Update Syncs✅✅✅Updates syncs
    View Activity❌✅✅Views activity across audiences and syncs in central dashboard
    Create Datasets❌✅✅Creates Datasets
    List Datasets❌✅✅Views a list of all Datasets
    View Dataset❌✅✅Views details of a specific dataset
    Update Dataset❌✅✅Updates Datasets
    Create Dataset Groups❌✅✅Creates Dataset Groups
    List Dataset Groups❌✅✅Views a list of all Dataset Groups
    View Dataset Group❌✅✅Views a specific Dataset Group
    Update Dataset Groups❌✅✅Updates Dataset Groups
    PII Management❌✅✅Uses fields labeled as PII in exports for personalization of marketing messages
    List Teams❌✅✅Views a list of all teams in organization
    Edit Teams❌✅✅Adds or removes users from teams
    List Users❌✅✅Views a list of all users in organization
    Review Audiences❌✅✅Reviews and approves audiences for export
    Refresh Source Connection❌✅✅Refreshes Source Connection
    Create Sources❌✅✅Adds source ingests to Data Cloud
    List Sources❌✅✅Views list of all source ingests
    Create Invites❌❌✅Invites users to join organization
    List Invites❌❌✅Sees list of all invites to organization
    Create Storage❌❌✅Sets external storage configuration for exports
    Update Notifications❌❌✅Sets who in the organization receives notifications
    Update Share Settings❌❌✅Sets default audience share settings for organization
    Create Source Connection❌❌✅Creates source connection for organization
    List Source Connections❌❌✅Views list of all source connections
    Update Source Connections❌❌✅Assigns Source Connections to specific teams and modifies logging settings
    User Activity Audit Logs❌✅✅Visibility of actions taken by any user

    *Audiences that are shared with them as editor

    📘

    Custom roles are available on GrowthLoop Enterprise plan

    GrowthLoop roles were designed to be completely customizable for enterprise teams. Many of our customers need high specific roles that fit their organization with granular permissioning. You are able to design an unlimited number of custom roles for users within your GrowthLoop Organization. These roles can then be assign to users to provide them with specific permissions.

    To design a custom role simply select the permissions from GrowthLoops available list and give your role a name.

    Our team will configure the Custom Role for your organization in the GrowthLoop platform, and you will be able to assign your users with that specific role.

    To update role assignments for users in your organization, simply follow these steps:

    1. Navigate to Organization page
    2. Click Users tab
    3. Select role next to user name, and the new role will automatically save for that user.
    Update User Roles

    Update user roles on Organization Management Panel

    If you experience any issues or have any questions, please reach out to us at [email protected], and we’ll be in touch shortly!

    Updated 5 months ago